News results for Captrust
Wealth Management M&A Sets Fresh Record
The first three months of 2021 set a fresh record for M&A deals in the wealth management space.
Summary Of North America Moves In Wealth Management - February 2021
February is the shortest month of the year but produced a fair crop of senior moves and
Wells Fargo Sells Asset Manager Arm
The transaction is one of the largest asset management deals to have been agreed in recent years.
January Sets Scorching M&A Pace, More Wealth Deals Ahead
After a busy year for mergers and acquisitions in the North American RIA sector, it looks as if
Who's Moving Where In Wealth Management? - US Bank, CAPTRUST, Others
The latest industry moves in wealth management and related sectors across North America.
Don’t Worry About Amazon: New FPA President Looks Ahead
This news service talks to Skip Schweiss, the new president of the Financial Planning Association.
Mercer Buys Another RIA, Underscores "Meta-Firm" Trend
On the same day that a report came out pointing to record RIA merger and acquisition activity, one
The Rise Of The “Meta-Firm” – US Wealth Sector M&A Thrives
An organization tracking corporate activity in the RIA industry talks about the growth of
Summary Of North America Moves In Wealth Management - November 2020
The latest senior moves in North American wealth management.
Who's Moving Where In Wealth Management? - Sage Mountain Advisors, CAPTRUST
The latest senior moves in North American wealth management.