Added on August 2018 in M&A Issues
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Summary:AssetMark, a turnkey asset management platform, or TAMP, that offers investment and consulting services to financial advisors, said Monday it acquired Global Financial Private Capital in a deal that surprised few in the industry.
Added on August 2018 in M&A Issues
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Summary: So far, 2018 has had an up quarter and then a down quarter for the number of RIA mergers and acquisitions that have transpired, according to TD Ameritrade.
Added on August 2018 in M&A Issues
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Summary: ECHELON Partners, a leading investment bank focused exclusively on the wealth and investment management industries, announced today the release of the 2nd Quarter, 2018 ECHELON RIA M&A Deal Report designed to capture the key transactions, trends and M&A activity in the US Wealth and Investment Management industries.
Added on July 2018 in M&A Issues
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Summary: Captrust Financial Advisors, which has bought 29 firms in the past 12 years, made its first purchase of 2018, closing a deal to acquire Catawba Capital Management , a Roanoke, Virginia-based advisory firm with around $1 billion in assets under management.
Added on July 2018 in M&A Issues
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Summary: The exuberance currently surrounding mergers and acquisitions "makes me nervous," Liz Nesvold, managing partner of Silver Lane Advisors told advisors at Pershing's RIA Symposium in New York.
