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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 23, 2024
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 18, 2024
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,...
Jul 11, 2024
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...
Feb 27, 2023
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...
May 3, 2022
The Charles Schwab Corporation to Acquire TD Ameritrade
Transaction to Combine Two Award-Winning Companies Combined Firms Projected to Serve 24 Million Brokerage Accounts with more than $5...
Nov 25, 2019
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