Results for "mergers & acquisitions"

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Canadian firm snaps up L.A.-based wealth manager with $7.3B in assets

September 4, 2013

Montreal-based Fiera Capital Corp. said yesterday it reached an agreement to acquire Los Angeles-based Bel Air Investment Advisors LLC, an ultra-high net worth firm with $7.3 billion under management and advisement. Publicly traded Fiera (TSX:...

The Takeaway: Nasdaq reopens to wild applause

August 22, 2013

Portfolio Nasdaq halts for a few hours inexplicably, reopens and stocks soar. Yeah, I don't get it either.  (CNBC) Deutsche Bank strategist Makoto Yamashita on the prospects of a real U.S. recovery: "LOL"  (BusinessInsider) Mom & Pop investors...

RIAs the busy beavers in M&A

August 22, 2013

Registered investment advisory firms continue to be the most active players in the mergers-and-acquisitions game, according to Pershing Advisor Solutions LLC’s latest analysis of M&A trends in the financial services industry. RIAs’ buying...

AMG takes minority stake in wealth management firm

August 19, 2013

AMG Wealth Partners LP, a subsidiary of Affiliated Managers Group Inc., has acquired a minority interest in Clarfeld Financial Advisors LLC, a wealth management firm with about $4 billion in client assets. In an ownership and management structure...

Focus adds $2.2B

August 18, 2013

Focus Financial Partners LLC said last Monday that it has added Telemus Capital Partners LLC of Southfield, Mich., to its roster of now 27 partner firms. Telemus, with $2.2 billion in assets, was founded in 2005 by former UBS AG brokers Gary...

Deals at five-year low, with just 18 so far this year, Schwab says

August 18, 2013

Mergers and acquisitions of RIA firms are running at the lowest levels since the first half of 2008, according to the latest survey of deals by Schwab Advisor Services. Just 18 transactions were completed in the first half, representing $15.4...

W.P. Carey joins nontraded-REIT liquidity conga line

August 11, 2013

Another sizable nontraded real estate investment trust has plans to move toward a liquidity event this year, making it at least the sixth such REIT to announce or transact such a deal so far in 2013. W.P. Carey Inc., a traded REIT, said last...

Dallas RIAs combine to make $500M firm serving pilots

August 7, 2013

Dallas-based RIA Smith Anglin Financial LLC completed its acquisition of Rhoads Lucca Capital Management Inc. today in a deal that creates a $500 million firm designed to offer a “one-stop shop” for commercial airline pilots. The combined...

D.A. Davidson, Crowell seal deal

August 6, 2013

Full-service brokerage and money management firm Crowell Weedon & Co. has completed its merger with D.A. Davidson & Co., the companies announced today. When the combination is operationally finished, which is expected within the next six months,...

Carson acquires $218M AUM hybrid

July 24, 2013

Carson Wealth Management said today it had acquired a hybrid advisory firm with $218 million assets under management, and plans to complete up to eight such deals by the end of the year. The firm it acquired, Caton Financial Inc., a San Rafael,...

Securities America, NorthStar Financial unveil RIA

July 19, 2013

Securities America Inc. and NorthStar Financial Services Group LLC have officially rolled out a jointly owned RIA firm designed for use by midsize hybrid advisers. The new RIA firm, Arbor Point Advisors LLC, will serve as a corporate RIA for...

Buckingham buys Dallas RIA with help from Focus Financial

July 2, 2013

St. Louis-based Buckingham Asset Management has agreed to buy JWA Financial Group, a Dallas-based registered investment management firm that oversees just under $400 million in assets, for an undisclosed sum. The deal gives Buckingham a fourth...

United Capital acquisition breaks up Atlanta RIA

July 1, 2013

United Capital Financial Advisers LLC is acquiring PPA Investments Inc. and signing on four advisers from the Roswell, Ga.-based registered investment adviser. Four other advisers are not joining United, said Ross Ramsey, managing member of...

National Holdings to buy tax preparer, pushing client assets to $9B

June 21, 2013

National Holdings Corp. said today it will acquire tax preparer Gilman Ciocia Inc., which includes 160 independent financial reps and advisers. The main business of National Holdings is its independent broker-dealer, National Securities Corp.,...

Fidelity unit in pact to open cash spigot for RIAs

June 14, 2013

Fidelity Institutional Wealth Services has opened a relationship with Live Oak Bank that the custodian hopes will solve a chronic problem for its RIA clients: financing acquisitions and successions. Live Oak Banking Co., which launched a specialized...

Banyan adds Silver Bridge, more than doubling client assets

June 4, 2013

Banyan Partners LLC has agreed to acquire Silver Bridge Advisors LLC, a wealth management firm majority owned by the law firm Wilmer Cutler Pickering Hale & Dorr LLP that has $2.2 billion in client assets. The deal, which marks the fifth acquisition...

RIAs bringing in new money, study finds

May 5, 2013

Registered investment advisers will continue to increase their market share of managed assets in the United States, according to Cerulli Associates Inc. The consulting and research firm released its State of the RIA Marketplace 2012 study last...

RIA mergers: Numbers down but dollars up in first quarter

May 2, 2013

Mergers-and-acquisitions activity involving registered investment advisory firms with more than $50 million in assets under management increased last quarter, but the size of the deals fell dramatically, according to the quarterly report produced...

RIAs seek to grow by gobbling up others

April 14, 2013

RIAs buying other RIAs will be a common theme over the next several years as firms look to grow via acquisition. The trick will be finding sellers who are not asking too much. One of the biggest shifts in the deal environment for registered...

All in the family as RIAs step up to buy other RIAs

April 9, 2013

RIAs buying other RIAs will be a common theme over the next several years as firms look to grow via acquisition. The trick will be finding sellers who are not asking too much. One of the biggest shifts in the deal environment for registered...

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