MAG Wealth Management takes over Ovation Wealth Advisors
MAG Wealth Management, a Carson partner firm, has acquired Minnesota financial planner Ovation Wealth Advisors and rebranding as Carson Wealth.…
Deal News
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Fairstone Ireland buys John F. Loughrey Financial Services
Wealth manager Fairstone Ireland has expanded its domestic footprint with the purchase of John F. Loughrey Financial Services, a financial…
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Swiss private banks Gonet & Cie, ONE swiss bank agree on merger
Swiss private banks Gonet & Cie and ONE swiss bank have announced a merger, expected to help establish a ‘leading’…
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Robinhood to buy portfolio management platform TradePMR for $300m
Trading app Robinhood Markets has reached a cash-stock deal worth around $300m to acquire TradePMR, a custodial and portfolio management platform…
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Amundi buys German financial software provider Aixigo for €149m
French asset manager Amundi has acquired Aixigo, a German software solutions provider for financial institutions, in a €149m ($157m) deal.…
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AZ NGA expand advisory network with StrategyOne acquisition
AZ NGA, a professional services group, has expanded its advisory network by acquiring Australia-based financial planning firm StrategyOne Advice Network,…
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Captrust acquires $5bn RIA Boston Financial Management
Captrust Financial Advisors has acquired wealth management and investment advisory firm Boston Financial Management (BFM), expanding its presence in New…
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Mercer Advisors adds around $1.7bn in assets with double deal
Mercer Advisors has expanded in the US with the acquisition of Colorado RIA Chapel & Collins, and Minnesota’s investment advisory…
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Waverly Advisors acquires Ohio RIA Buckingham Advisors
Waverly Advisors has bolstered its Ohio footprint with the purchase of investment advisory business Buckingham Advisors. The move broadens Waverly’s…
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Osaic expands with Nova Wealth acquisition
Wealth management platform Osaic has expanded its network with the acquisition of independent wealth manager Nova Wealth, for an undisclosed…
