Mergers & Acquisitions

Decorative pattern

Canoe to acquire Fiera’s retail mutual funds

Fiera will remain the sub-advisor for certain funds

By Staff |April 9, 2020

1 min read

Decorative pattern

Despite plummeting M&A activity, BMO closes Clearpool acquisition

The transaction isn’t expected to have a significant impact on BMO’s balance sheet

By James Langton |April 6, 2020

1 min read

Decorative pattern

Global M&A nosedives in Q1

Worldwide activity dropped by 28%

By James Langton |March 31, 2020

2 min read

Decorative pattern

GMP, Richardson deal postponed

The coronavirus and market volatility put the transaction on hold

By James Langton |March 16, 2020

2 min read

Decorative pattern

T.E. Wealth, Leon Frazer sold to CWB Financial Group

Deal adds approximately 140 employees and $6 billion in assets under management to CWB

By Maddie Johnson |March 3, 2020

2 min read

Decorative pattern

Morningstar acquires PlanPlus Global

The acquisition allows the firm to expand its financial-planning capabilities

By Maddie Johnson |March 3, 2020

2 min read

Decorative pattern

GMP Capital eyes growth, rebrand after consolidating ownership

Richardson GMP advisors will hold 29.6% of the company's shares

By Mark Burgess |February 26, 2020

3 min read

Decorative pattern

Morgan Stanley continues shift to wealth management with E-Trade purchase

The deal follows Charles Schwab and TD Ameritrade's merger last year

February 20, 2020

2 min read

Decorative pattern

Duo Bank to acquire subprime lender Fairstone Financial

Fairstone lends directly to consumers and finances vehicle purchases

By James Langton |February 19, 2020

1 min read

Franklin Templeton buying Legg Mason for US$4.5 billion

Franklin Templeton buying Legg Mason for US$4.5 billion

The deal will create a company with $1.5 trillion in assets under management

By The Associated Press |February 18, 2020

2 min read

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