M&As
Kestra Financial Lands $800M Wealth Management Team
Kestra Financial has added a 10-person advisor team that oversees $800 million in assets under...Read more
MassMutual Sells 18% Stake in Barings to MS&AD for $1.44B
MassMutual and its global asset management subsidiary, Barings, have agreed to sell an 18% ownershi...Read more
IWP, Matter Family Office Merge to Launch $10B Firm
Denver-based IWP Family Office and St. Louis, MI-based Matter Family Office will be merging to l...Read more
Cresset Scores $1.8B Ex-Goldman Sachs Advisory Team
Cresset Asset Management has added an advisory team from Goldman Sachs, where they managed&nbs...Read more
Warburg Pincus to Acquire ECN Capital in C$1.9B All-Cash Deal
Warburg Pincus has agreed to acquire ECN Capital in an all-cash transaction valuing the T...Read more
LPL Financial Purchases Stake in RIA Private Advisor Group
LPL Financial has bought a minority stake in New Jersey-based Private Advisor Group, ...Read more
GTCR Acquires 139-Year-Old Fiduciary Trust Company
GTCR, the Chicago-based private equity firm with a long track record of backing leading f...Read more
Beacon Pointe Adds $1.2B Hemington Wealth Management
Beacon Pointe Advisors has added Falls Church, VA, and Chicago, IL-based Hemington Wealth...Read more
MAI Capital Management Adds $366M Maryland RIA
MAI Capital Management has acquired a Maryland-based registered investment advisor firm t...Read more