Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
The IA 25 Rogues Gallery
By Editorial StaffThere are bad apples in every bunch, but luckily there aren't many on the IA 25.
January 05, 2011
More Deals: Grizzaffi Darby, RJFMarsh & McLennan Agency L.L.C. has added another spoke to the wheel.
December 15, 2010
Outlook 2011, Finance Sector: KBW Eyes Bank Takeovers, Acquisitions by Big 4 BanksThe U.S. finance sector in 2011 will stop stockpiling money and start spending it, and that will include non-bank acquisitions among Big 4 banks, KBW forecast.
October 28, 2010
Morningstar Misses Estimates, Will Pay First DividendMorningstar, a provider of independent investment research, said late Wednesday that its Q3 profit was $20.8 million, or 41 cents a share, in the third quarter, down from $22.5 million, or 45 cents a share, in the third quarter of 2009.
October 20, 2010
Beige Book: Economic Growth Continues at Slow PaceThe latest Beige Book report from the Federal Reserve states national economic activity continues to rise at a moderate pace.
July 21, 2010
Schwab Study: RIA Mergers and Acquisitions Accelerated in First HalfThe independent RIA industry experienced strong merger-and-acquisition (M&A) activity during the first half of 2010, according to data compiled by Schwab Advisor Services.
June 01, 2010
Catching Up With...You've heard about Greg Friedman perhaps in conjunction with Junxure, the CRM firm he co-founded, or the Your Silver Bullet technology integration initiative, or when...
January 01, 2010
Numerology: Bright Future for Advisor M&A ActivityWhile merger and acquisitions of RIA firms slowed during the economic downturn, M&A activity among RIA firms is "poised for resurgence, as a new market...