Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions (or M&A) news.
June 24, 2015
New York Life hires Barclays’s Khalil for mergers, acquisitionsNew York Life bought IndexIQ this year to add offerings for retail investors looking to copy hedge-fund approaches.
April 06, 2015
Long-Term LiquiditySpencer E. Joyce, CFAHilliard [email protected] America (WTR) reported Q4’14 earnings per share from continued operations…
February 27, 2015
Best Practices for Advisory Firm PartnershipsAcross industries, more than 70% of M&A deals fail, financially speaking. Michael Kitces discusses a new paper on common triggers of problems.
March 04, 2014
RIAs Biggest Buyers of Firms in 2013RIAs overtook strategic acquiring firms as the leading buyer of other firms in 2013, according to Schwab Advisor Services.
April 24, 2013
Raymond James Not Feeling Acquisitive, CEO SaysPaul Reilly says acquisition of Morgan Keegan was a good experience, but doesnt see a lot of opportunities for future deals.
January 04, 2013
Tiburon puts industry M&A activity at $134 billionFinancial services industry mergers and acquisitions valuations in 2012 off 50 percent since 2006.
January 04, 2013
Tiburon puts industry M&A activity at $134 billionFinancial services industry mergers and acquisitions valuations in 2012 off 50 percent since 2006.
October 17, 2012
M&A Prospects Lead Citi to Add Seven in JapanA stagnating local economy and a strong yen are leading Japanese companies to look outside their own borders for expansion, and sources say that has led Citigroup to add seven bankers in the country to tend mergers and acquisitions.
November 21, 2011
DeVoe Departs Schwab to Form Advisor M&A Consulting FirmWill provide strategic consulting and valuations, and arrange financing for mergers and acquisitions for advisors.