Dan Erichson News Today

Exencial has picked up a $500 million Austin firm in its 3rd-ever acquisition.

A look at seven of the most notable private equity deals in the RIA space.

Cerity has acquired an NYC-based firm with experience serving PE, hedge fund and venture capital partners.

/PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced today it is merging with New York City-based AJ Wealth, a...

More than $5B in transacted assets was announced this week as Captrust, Allworth, Wealth Enhancement Group, Sanctuary and MAI all made M&A moves.

RIA M&A Market Leader joins Waller Helms Platform

The marketing expertise of Johnson Brunetti, which oversees $3bn, may help the Genstar-backed insurance brokerage continue to grow in the RIA space and beyond.

/PRNewswire/ -- Waller Helms Advisors ("WHA"), the specialist investment bank focused on insurance, healthcare, wealth, and financial technology, has agreed to...

HOUSTON, Feb. 22, 2022 /PRNewswire/ -- Cerity Partners, one of the nations premier independent wealth management firms, today announced it has me...

Wells Fargo unit sale hailed as opportunity Nicolaas Marais said the money management unit needs investment to thrive. Wells Fargo Asset Managements new private equity owners may be just what the business needs to help it achieve scale and compete in the $1 trillion AUM club, industry players say. Parent company Wells Fargo & Co. announced Feb. 23 it was selling its money management business with $603 billion in assets under management in a $2.1 billion deal to private equity firms GTCR LLC and...