Displaying 5 results
Cresset unveils deal for 130-year-old family office Connable
The deal in Michigan forms a new combined entity managing $52B in assets for high-net-worth and ultra-high-net-worth clients.
Broadridge targets the “advisor distribution riddle” in latest acquisition
The global fintech provider has snapped up an advisor intent data provider to help asset managers sharpen their digital marketing.
Steward adds $488M with twin acquisitions
The hybrid’s new deals expand its presence in the Virginia and Ohio markets.
LPL inks deal for Wintrust wealth management businesses
Roughly $16 billion of brokerage and advisory assets are set to change hands in the acquisition.
Pathstone snaps up Crestone Capital in $3B deal
The employee-owned RIA will see its AUA balloon past $100 billion as it builds a 'true multi-generational family office experience.'
