Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Democrats imitate trust-busting Teddy in own populist appeal
By Michelle Jamrisko and David McLaughlinAn earlier version called for the government to use its buying power to foster competition.
September 28, 2015
Consistent StreamsNeil Kalton, CFAWells Fargo [email protected] American States Water's (AWR) Q2 report, we are tweaking our 2015…
August 05, 2015
Teva’s just the start as more generic drugmakers poised to mergeHealth insurers aren't the only companies facing a wave of consolidation.
August 05, 2015
What do carrier mergers mean for the industry?Players in the health insurance world disagree about what the deals mean, and even whether they mean anything at all.
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.