Asset & Wealth Management Investment Banking In the News
Latest News
Demonstrating our deep expertise across the asset management, wealth management, and securities industries, the Asset & Wealth Management group at Raymond James is regularly featured in the media. Stay up to date on our latest news and insights.
2020
- LPL Financial to Buy $1.5bn Hybrid RIA Lucia Securities, Citywire (Apr. 28, 2020)
2019
- Wealth Advisor M&A Soars as Goldman, Private Equity Eye Fees, Bloomberg (Dec. 3, 2019)
- Private Equity Investors Are Zeroing in on Financial Advice Business, CNBC (Nov. 13, 2019)
- LPL Financial jumps into the full-service brokerage business via acquisition -- with help from Raymond James' Silver Lane Advisors, RIABiz (May 21, 2019)
- Innovation Will Set Apart the Acquirer from the Acquiree: Q&A with Liz Nesvold, Financial Planning (May 15, 2019)
- Raymond James Buys Silver Lane Advisors, Barron’s (Jan. 23, 2019)
- Raymond James Buys Silver Lane Advisors, An Investment Bank for RIA Mergers, InvestmentNews (Jan. 23, 2019)
- Citizen’s Bank Parent Company Completes Acquisition of Wealth Management Firm, Philadelphia Business Journal (Jan. 2, 2019)
2018
- Emigrant Bank Buys Remainder of Fiduciary Network, Financial Advisor Magazine (Nov. 21, 2018)
- Are Banks Targeting RIAs Once Again for Deals?, Financial Planning (Nov. 5, 2018)
- Could M&A Fuel Your Firm’s Growth Strategy?, CFA Institute Magazine (Oct. 15, 2018)
- Silver Lane Advisors Relocates Headquarters with Plans to Double in Size, WealthManagement.com (Sept. 6, 2018)
- Private Equity Chasing Healthy Returns at RIAs and Broker-Dealers, InvestmentNews (Aug. 2, 2018)
- RIA Milestone: Focus Stock Begins Public Trading, Financial Planning (July 28, 2018)
- Is the M&A Euphoria Cause for Concern?, Financial Planning (July 22, 2018)
- How Will a Focus Financial IPO Impact RIAs?, Financial Planning (May 29, 2018)
- Veteran Managers Boost Assets 75% Over Decade, Pensions & Investments (May 28, 2018)
- Private Equity’s Plan to Beat the Low-Cost Investing Robots, Bloomberg Businessweek (May 15, 2018)
- Which Are Better: Target-Date Funds or Robo Advisors?, U.S. News & World Report (Feb. 7, 2018)
- Canadian PE Firm Buys Rosemont’s Interest in Westmount, InvestmentNews (Feb. 6, 2018)
- Segall Bryant & Hamill Acquires Smaller Lookalike, Creating $20-Billion Giant, Financial Times’ Financial Advisor IQ (Jan. 10, 2018)
- Amid Heated M&A, A $20-Billion Deal Stands Out, Barron’s (Jan. 10, 2018)
2017
- Elizabeth Bloomer Nesvold Named One of the “Most Influential Women” in Investment Banking, Mergers & Acquisitions Magazine (Dec. 18, 2017)
- Merger of UHNW RIA Elites Highlights Importance the Rich Place on Impact Investing, Financial Times’ Financial Advisor IQ (Oct. 13, 2017)
- Impact Investing Helps Drive Big RIA Deal, Barron’s (Oct. 13, 2017)
- Why Even the Best-Laid M&A Deals in Wealth Management Can Fail, WealthManagement.com (July 20, 2017)
- Focus Financial’s Latest Private Equity Partnership Puts IPO on Back Burner, InvestmentNews (April 19, 2017)
- First Republic Starts Year with a Bank, InvestmentNews (Jan. 31, 2017)
2016
- Profiling the Winners of the Future, Financial Advisor Magazine (Feb. 1, 2016)
- New Lions President Takes Unique Path to Front Office, Detroit Free Press (Nov. 29, 2016)
- 5 Mistakes to Avoid When Selling a Financial-Advisory Practice, Wall Street Journal (May 10, 2016)