Insights

Jul 31

Sequoia Financial Buys Connecticut Firm With $405M In AUM

Sequoia Financial Group today announced that it has acquired Karpas Strategies, a Litchfield, Conn.-based independent investment manager...

Jul 30

Robertson Stephens Acquires $530M RIA in Denver

Robertson Stephens Wealth Management, an independent investment advisory firm headquartered in San Francisco, is expanding its presence...

Jul 25

F.L. Putnam Buys Three RIAs, Adds $1.25B AUM

F.L. Putnam Investment Management Co. announced that it has acquired three independent RIAs that will bring in more than $1.25 billion in...

Jul 23

KKR To Buy Janney Montgomery Scott From Penn Mutual

KKR, the giant private equity firm, announced today that it will acquire Janney Montgomery Scott fromThe Penn Mutual Life Insurance...

Jul 18

Bluespring Buys $500M AUM Indiana Firm

Bluespring Wealth Partners today announced that it has acquired Shelton Financial Group, a Fort Wayne, Ind.-based wealth management firm...

Jul 11

Bain, Reverence Ink $3.5 Billion Deal For Envestnet

Bain Capital and Reverence Capital Partners have agreed to a deal to take Envestnet Inc., a provider of wealth-management software,...

Feb 27, 2023

Focus Financial Partners to be Acquired by CD&R

Stockholders to Receive $53 per Share in Cash Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus" or the "Company"), a leading...

May 3, 2022

Apollo to Offer Products to Wealthy Investors Next Year

Apollo Global Management Inc. Chief Executive Officer Marc Rowan said the firm plans to offer products aimed at wealthy retail investors...

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