Mergers & Acquisitions
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Securities America buying insurance-based B-D
Sunset Financial Services has 268 affiliated reps and $2.4 billion in client assets.
A seller's market for sharp advisers
2014 M&A activity is on track for its first year-over-year increase since 2010, and a recent major RIA deal should be enough to alert well-run advisory firms that it's a seller's market.
Private bank to acquire $4.3B RIA, creating $9B wealth management monster
Boston Private Bank is paying $60M for Florida RIA Banyan Partners, a $4.3B firm, creating a new wealth management behemoth.
Murdoch ups the ante to more than $75B in bid for Time Warner
Twenty-First Century Fox Inc. (FOXA) is willing to pay more than $75 billion for Time Warner Inc. (TWX), according to people with knowledge of the matter, a sign Rupert Murdoch is undeterred after being rebuffed in an initial offer for the media company. Time Warner shares soared. Fox’s willingness
M&A hot means market not?
merger and acquisition activity has long been a trusty sign of a maturing equity market cycle.
Opinions on bull market split following most recent run-up
After the S&P 500 reaches new heights, new questions surface on whether the market is headed up or down.
Investors Capital shareholders back Schorsch's RCS Capital merger
Investors Capital Holdings Ltd. said Tuesday its shareholders had approved the terms of the merger with RCS Capital Corp., best known by its ticker symbol RCAP. Announced last October, the deal is scheduled to close on Friday, Investors Capital said in a statement Tuesday. Buying Investors Capital
Securities America buying Dalton Strategic Investment Services
Trend of small and midsize broker-dealer mergers and acquisitions continues to build.
LPL acquiring retirement plan broker-dealer
LPL gets back in the broker-dealer M&A hunt, adding to their retirement arm via Financial Telesis' 470 reps and RIA.
Envestnet to acquire Placemark Holdings
The acquisition is aimed at bolstering the firm's market presence in unified managed account services.
What the stock market's first half tells us about the second
Today's Breakfast with Benjamin by Mason Braswell What, if anything, the stock market's first half tells us about the second. Slicing and dicing the numbers. Big deal: M&A activity reached a seven-year record high thanks to some blockbuster deals, including AT&T's $48.5 billion offer for DirecTV,
Frothy markets have investors turning to short-term bets
Breakfast with Benjamin: Going short-term with investments. Plus: Watching the Fed chase the markets, punishing corporate taxes force more companies overseas, the Dow inches toward another milestone, the pros and cons of 401(k) loans, and you too can be a bond trader.
New inflation data could drive the Fed into hawkish mode
On the Breakfast with Benjamin menu: Inflation data could turn doves into hawks. Plus: Oil could get a lot pricier in a hurry, insider trading runs rampant and SIFMA cuts its economic outlook.
Clintons jump through financial planning loopholes to dodge estate taxes they support
Breakfast with Benjamin: Brokers pouncing on 401(k) biz. Plus: The Clintons dodge the estate taxes they support. The Fed wants to add exit fees to bond funds, U.S. banks on the edge of new funding rules, Congress mulls investor confidence on your dime, El-Erian sides with the IMF, and merger mania
RCS Capital closes J.P. Turner, Summit Financial deals
Nicholas Schorsch's network of independent broker-dealers is closing in on nearly 9,000 reps.
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