Raymond James’s Asset & Wealth Management Quarterly M&A Insight


Raymond James & Associates published its Quarterly Report for Asset & Wealth Management M&A activity (the “Report”). The Report shows that in Q1 of 2024, January and February showed strong activity in wealth management, as deals negotiated in 2023 were completed, leading to a quarter with activity in-line with the last several quarters. Asset management deals were steady and continued the trend seen in 2023 of heightened activity.

To download and read the report: please click here.

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