News results for Captrust

M and A
April 8, 2021

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.

People Moves
March 29, 2021

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

M and A
February 23, 2021

Wells Fargo Sells Asset Manager Arm

The transaction is one of the largest asset management deals to have been agreed in recent years.

M and A
February 4, 2021

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

People Moves
February 4, 2021

Who's Moving Where In Wealth Management? - US Bank, CAPTRUST, Others

The latest industry moves in wealth management and related sectors across North America.

Strategy
January 25, 2021

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.

M and A
January 22, 2021

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

WM Market Reports
January 21, 2021

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

People Moves
January 4, 2021

Summary Of North America Moves In Wealth Management - November 2020

The latest senior moves in North American wealth management.

People Moves
November 13, 2020

Who's Moving Where In Wealth Management? - Sage Mountain Advisors, CAPTRUST

The latest senior moves in North American wealth management.

Comment & Analysis results for Captrust

WM Market Reports
December 23, 2020

Can SPACs Work In The RIA Market?

The number of special purpose acquisition companies entering the market has risen by more than four

M and A
October 1, 2018

ANALYSIS: Capital, Demographics Driving Wealth Management M&A

This news service talks to North American wealth managers about why they think there's so much M&A