Wealth Management's Week in M&A | Wealth Management
Wealth Management’s Week in M&A A succinct summary of the mergers, acquisitions and movements in the wealth management industry over the first week of March. The first week of March saw a flurry of movement among advisors and the assets they manage. In the wealthtech space came news of Betterment’s purchase of Canadia-based Wealthsimple’s U.S. business. The RIA space saw more consolidation as Wealth Enhancement Group announced its acquisition of North American Management, a firm managing $1.75 billion in assets, to build out additional services for ultra-high-net-worth client...
Source: wealthmanagement.com