Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Orion Fuses Client Portal Into Redtail CRM
By Jeff BermanCEO Eric Clarke says client portal integration is "something no other CRM provides."
May 09, 2023
Cresset Merges With True Capital to Form $33B Multi-Family OfficeVeteran wealth management investment banker Liz Nesvold joined the merged company as president.
May 08, 2023
Hightower Takes Stake in Another $1B Washington FirmThe firm's investment in TEN Capital Wealth Advisors follows the stake in Highland it announced last summer.
May 05, 2023
What's Next for First Republic Advisors & JPMorgan?Will JPMorgan "roll out the red carpet?" If not, more advisors may leave, Tim Welsh says.
May 03, 2023
Pathstone to Buy $2B Texas RIA Brainard Capital ManagementAustin-based Brainard Capital Management provides advisory services to UHNW clients, with a focus on the tech space.
May 01, 2023
Dynasty Launches Investment Bank"We are facing substantial demand for M&A and investment banking services from advisors," said CEO Shirl Penney.
April 27, 2023
Fidelity Unveils New Digital Experiences For Next-Gen Investors: Tech RoundupAlso, iCapital has introduced structured investments via Envestnet's platform.
April 25, 2023
RIA Aggregator Modern Wealth Makes First AcquisitionThe firm run by former Goldman and United Capital execs has bought $1.5 billion Barber Financial Group.