News, Comment & Analysis results for Silver Lane Advisors

People Moves
July 17, 2023

Summary Of North American Wealth Management Executive Moves – May 2023

A busy month for moves and appointments in the North American wealth management space.

People Moves
June 6, 2023

Summary Of North American Wealth Management Executive Moves – April 2023

The latest roundup of moves for the North American wealth management industry.

People Moves
May 4, 2023

US's Cresset Makes Top Appointment

Among the president's areas of activity is that of being an active champion and advocate for women

People Moves
April 28, 2023

Wealth Sector-Focused Investment Bank Names Partner

The US investment bank works in sectors such as among RIAs, wealth managers, and fintechs.

M and A
November 12, 2020

CI Financial's Spending Spree: What It Says About US Wealth Management

We look behind the stunning numbers - and the upstart Canadian buyer – that are upending the US

M and A
August 21, 2019

HighTower Acquires Strategic Stake In Wealth Manager

The strategic stake is another example of the M&A activity under way in the American wealth

M and A
May 15, 2019

US Bank Buys South Florida Firm

The purchase price of the deal wasn't disclosed.

Reports
April 26, 2019

Raymond James' Private Client Group Names COO

The US-headquartered firm has brought a number of wealth management teams to its network in recent

People Moves
April 23, 2019

Chief Investment Strategist Leaves Raymond James

This is an example of a busy period of moves and arrivals at the international wealth management

M and A
January 24, 2019

Raymond James Agrees To Buy M&A Specialist; Profits Rise

The agreement is part of a wider M&A trend changing the North American wealth management industry.

Comment & Analysis results for Silver Lane Advisors