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The people and firms behind the headlines. Follow their coverage, explore their profiles, and see what brought them into the news.
Search the network’s Firm & Fund Lookup- Canaccord Genuity
UK wealth management unit is subject of about £1 billion acquisition talks
Centerbridge and Mubadala in talks to buy Canaccord UK wealth unit - Centerbridge Partners
In talks to acquire UK wealth management business for about £1 billion
Centerbridge and Mubadala in talks to buy Canaccord UK wealth unit - Orchard Financial Group
Los Angeles team managing $580M joined Wells Fargo's FiNet on Oct. 8
Bank of America downgrades Ameriprise over the cost of retention bonuses - ABN AMRO
Named in an announced transaction recorded at $185 million
Danish regulator clears Jyske Bank's Formuepleje and FP Kapital deals - Clean Energy Infrastructure Fund II
Sosteneo closed a $504 million transaction for it
Danish regulator clears Jyske Bank's Formuepleje and FP Kapital deals - EverWind
Announced the window's largest disclosed deal at $5.6 billion
Danish regulator clears Jyske Bank's Formuepleje and FP Kapital deals - Formuepleje
Its acquisition by Jyske Bank was cleared by Danish regulator
Danish regulator clears Jyske Bank's Formuepleje and FP Kapital deals - Iwoca
Named in an announced transaction recorded at $185 million
Danish regulator clears Jyske Bank's Formuepleje and FP Kapital deals - Jyske Bank
Danish regulator cleared its acquisitions; completion expected 2 November
Danish regulator clears Jyske Bank's Formuepleje and FP Kapital deals - Neuberger Berman Group LLC
Named in an announced transaction recorded at $185 million
Danish regulator clears Jyske Bank's Formuepleje and FP Kapital deals - Sosteneo
Closed a $504 million transaction for Clean Energy Infrastructure Fund II
Danish regulator clears Jyske Bank's Formuepleje and FP Kapital deals - Amazon
Named as party to an announced transaction of undisclosed size
EverWind and Anthropic announce $5.6 billion deal Monday - Supernova
Partnered on securities-backed credit line launch
Schwab reports record $24 billion managed investing flows as it develops proprietary long-short strategy - Align Private Wealth
Moved from PNC Private Bank and now operates on LPL's platform.
LPL Financial adds $5.4 billion in advisor teams - Doyle and Loughman Wealth Management
Moved a $1.76B team from Wells Fargo Advisors Financial Network to Carson Group.
LPL Financial adds $5.4 billion in advisor teams - Round Table Advisors
Gained an eight-person, $1.4B team from Raymond James Financial Services.
LPL Financial adds $5.4 billion in advisor teams - KKR
Closed a $75.5 million deal involving Skyport Plaza
Apella and Waverly announce RIA acquisitions of $261M and $151M - Santander Securities
Lost $400M Halloran Dooley team to Wells Fargo
Wells Fargo adds $900 million in three recruiting moves - Blue Spark
Acquired by Apella for $261 million in Apella's 30th deal since 2014
Apella buys Blue Spark for $261 million - MCS Family Wealth Advisors
Acquired by Waverly for $151 million as Waverly's 37th deal since 2021
Apella buys Blue Spark for $261 million - Waverly Advisors
Acquiring MCS Family Wealth Advisors for $151 million, its 37th since 2021
Apella buys Blue Spark for $261 million - Blue Spark Capital Advisors
New York- and Massachusetts-based $261 million RIA sold to Apella
Apella acquires $261M Blue Spark; Waverly acquires $151M MCS Family Wealth Advisors - Ox Road Capital
Reports $1.1B in assets and 93% retention after UBS exit
Ox Road Capital reports $1.1 billion and 93% retention 225 days after UBS exit - Schwab Wealth Advisory
Reported net flows rose 55% over the same span.
Schwab reports record $190.4 billion net new assets and touts all-size RIA custody - GFS Advisory
Recruited by Raymond James from Commonwealth as a $350 million practice
Captrust's 68% staff ownership is part of Truist deal
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