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 ...

At the beginning of 2023, many had doubts about the mergers and acquisition environment in the wealth management industry. The Federal Reserve was in the middle of an aggressive rate-hike campaign.

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 ...

CI Financial has severed its U.S. wealth management business Corient, with separate boards and management, and day-to-day Corient operations run out of its Miami headquarters. The obligations from ...

Bank stocks provided outsized returns in 2025 and wealth managers believe M&A and Fed rate cuts will drive the sector higher ...

Conventional financial stocks, such as banks, asset management companies, insurance companies, and capital market firms, ...