M and A
April 9, 2025

Modern Wealth Management Targets California

Modern Wealth Management, a Monterey, California-headquartered registered investment advisory (RIA)

M and A
March 7, 2024

Modern Wealth Management Acquires $1.2 Billion Firm

While recent industry data suggests that there has been a slowdown in the pace of RIA activity

M and A
July 13, 2023

Summary Of M&A Deals In North American Wealth Management – June 2023

The flow of deals continued in June, although not quite at the busy level earlier in the year.

M and A
June 16, 2023

Hightower Makes "Strategic Investment" In $1.6 Billion Firm

The developments are an example of the M&A and consolidation activity that has become a marked

M and A
April 14, 2022

Deals Of The Day: The Latest In Wealth Management M&A – Simon Quick Advisors, Stephens

The latest corporate transactions, mergers, acquisitions and related developments in North American

Strategy
May 5, 2021

Dynasty’s Minority Stakes Move: Pivot Or Extension?

Is the move by the Florida-based firm a switch in strategy or an extension of a business model that

Family Office
May 29, 2008

Pershing adds vendors to its preferred provider list