Mergers & Acquisitions

Pascal WealthTech acquires digital marketing platform for advisors Fallback Image Decorative pattern

Industry

Pascal WealthTech acquires digital marketing platform for advisors

Living Wealth Media Inc. will develop new content programs for the firm's wealth management platform

By Staff |December 15, 2021

1 min read

CI acquires US$6.4-billion Seattle-based RIA Fallback Image Decorative pattern

Industry

CI acquires US$6.4-billion Seattle-based RIA

Firm also takes a minority stake in alternative asset manager

By Rudy Mezzetta |December 15, 2021

2 min read

Canaccord Genuity to buy U.K.-based wealth manager Fallback Image Decorative pattern

Industry

Canaccord Genuity to buy U.K.-based wealth manager

Punter Southall Wealth Limited has roughly $8.5 billion in client assets

By Greg Meckbach |December 14, 2021

2 min read

CI acquires US$6 billion New Jersey-based RIA Fallback Image Decorative pattern

Industry

CI acquires US$6 billion New Jersey-based RIA

Deal for RegentAtlantic pushes CI past US$100B in U.S. assets

By Rudy Mezzetta |December 6, 2021

1 min read