Browsing Tag
Wealth management
81 posts
Raymond James stock soars after shocking earnings beat—analysts can’t believe it!
Raymond James Financial Inc. (NYSE: Raymond James) has experienced a notable surge in its share price following the…
BNY Mellon bets on growing managed accounts market with Archer acquisition
The Bank of New York Mellon Corporation (“BNY”) (NYSE: BK), a global financial services firm, announced a definitive…
Massive $4.5bn deal: Envestnet set for major shift with Bain Capital takeover!
Envestnet, Inc., a premier provider of integrated technology and wealth management solutions, has entered into a definitive agreement…
Mercer to acquire Cardano to expand wealth management services
Mercer, a business of Marsh McLennan (NYSE: MMC) and a global leader in transforming the world of work,…
Cresset Asset Management acquires historic Connable Office to bolster multi-family office services
Major Acquisition in Asset Management: Cresset Asset Management has announced its acquisition of The Connable Office, Inc., one…
Soltis Investment Advisors secures strategic investment from Estancia Capital Partners and LLR Partners to accelerate growth
In a pivotal development for the wealth management industry, Soltis Investment Advisors, a distinguished Registered Investment Adviser managing…
Cetera’s The Retirement Planning Group acquires Lee Financial Group Hawaii
The Retirement Planning Group (TRPG), an employee-based Registered Investment Advisor (RIA) under Cetera Holdings, has significantly expanded its…
Wealth Enhancement Group acquires Financial Advisory Group to expand presence in Texas
Wealth Enhancement Group, a leading national independent wealth management firm boasting over $81.5 billion in client assets, has…
ABN AMRO to acquire German Private Bank HAL for €672m to bolster position in wealth management
ABN AMRO has announced the acquisition of Hauck Aufhäuser Lampe (HAL), a prominent German private bank, from Fosun…
Avantax acquires GA Investment Management to enhance wealth management services
Avantax Inc., a premier tax-focused financial planning and wealth management firm, has acquired GA Investment Management (GA), an…