Yet, even the most beautifully executed weddings do not guarantee a smooth marriage. M&A transactions are no different. While ...

M&A continues to reshape the wealth management industry as firms focus on scale, culture and specialization. Sara Baker of Allworth Financial joins Shannon Rosic to discuss how successful partnerships ...

Even as economic uncertainty slows mergers and acquisitions across much of the U.S. economy, industry trackers say they have good reason to believe wealth management will be the exception. Processing ...

When a company is being sold, the investment banker will solicit indications of interest from prospective purchasers. Those submitting the most attractive IOIs will be invited to meet the management ...

2024 was a productive year for merger-and-acquisition activity across the wealth management landscape, featuring notable deals such as Wealth Enhancement Group's purchase of Levy Wealth Management ...

KPMG Law US has been offering legal services to existing clients since it won approval for an ABS law license in February. While KPMG Law's firm is headquartered in Arizona, which liberalized rules ...