Strategy
December 20, 2024

Most Interesting Industry Questions For 2025 

Our US correspondent, looking back and forward after a busy year in the North American sector,

Strategy
December 18, 2023

Three Top 2024 Trends To Watch

Our US correspondent talks to senior wealth management industry figures about what they think are

M and A
July 16, 2019

Charles Schwab Reportedly Eyes Wealth Acquisition

The move would put it on the same page as Goldman Sachs, which bought a wealth management

M and A
January 26, 2016

United Capital Makes Two Acquisitions, Adding $370 Million

Bedrock Capital Management in California and Harvest Group Financial Services in Pennsylvania have

People Moves
January 8, 2015

Summary Of Industry Moves In The Americas: December 2014

A summary of wealth management industry moves in the Americas during December 2014.

M and A
January 7, 2015

United Capital Reveals Its First Acquisition Of 2015

United Capital Financial Advisers has acquired Rayner & Haynor Investment Counselors, an advisory

People Moves
December 16, 2014

Texas Advisory Firm Creates United Capital's 50th Office Nationwide

Ellis & Ellis, an advisory firm based in The Woodlands, TX, has joined the United Capital

Strategy
November 19, 2012

What The Luminous-First Republic Deal Means For The Independent Advice Industry

The verdict among top industry leaders at last week’s Schwab IMPACT conference in Chicago was

M and A
March 25, 2011

United Capital Adds Philadelphia-Based Firm