Finance Updates – Finance Updates

How Waverly, Moneta & Private Advisor are Redefining RIA M&A: Growth, Culture & Ownership

Waverly, Moneta, and Private Advisor Group ea...

Waverly bought Ohio-based Brass Tax ($465M AU...

Moneta merged with New Jersey’s Lane Hipple (...

Private Advisor Group merged Michigan’s Freed...

RIA M&A Deals Surge in 2025: Trends Driving Record Deal Volume & What’s Ahead

Americas M&A Asset Management

RIA M&A hit a new high in 2025 (~273 deals by...

Succession needs from aging owners and scale-...

Private equity-backed platforms dominate buye...

Recession, market volatility, inflation/stick...

Commerce Bancshares Completes FineMark Acquisition: $36B In Assets, Earnings Accretive

Americas M&A Asset Management

Commerce Bancshares (CBSH) completed its all-...

The exchange ratio was adjusted from 0.690 to...

Pro forma, CBSH has about $36B in assets and ...

Management expects ~6% 2026 GAAP EPS accretio...

How MetLife’s PineBridge Deal Supercharges Its Global Asset Management Push

Global M&A Funds, Trusts, and Other Financial Vehicles

MetLife Investment Management closed its acqu...

The transaction excludes PineBridge’s private...

Consideration is $800M cash upfront plus up t...

Brian Funk will lead the combined business as...

AI & Earnings Fuel Bull Case, but Beware Valuations and Geopolitics in 2026

Global Forecast Funds, Trusts, and Other Financial Vehicles

2026 market outlook is broadly constructive, ...

Biggest risks are stretched U.S. large-cap va...

Investors are widening diversification beyond...

TSMC: Dividend Hike, Bullish Ratings & Fund Rebalance Signal Key Turning Point

Global Firms Funds, Trusts, and Other Financial Vehicles

Generate Investment Management cut its TSMC s...

TSMC recently raised its quarterly dividend t...

The company maintains strong fundamentals, in...

Analysts remain broadly bullish on TSMC with ...

NCM Funds Boost Year-End Distributions—Dividend Champions Up ~32%, Global Equity Over 100%

Global Firms Funds, Trusts, and Other Financial Vehicles

NCM Asset Management announced significantly ...

For 2025, NCM Dividend Champions, Global Inco...

The increases represent roughly 32%, 88%, and...

The sharply higher payouts raise questions ab...

Future Trends in Asset Management: Boutique Firms, Private Markets & Regulatory Shifts

Americas Firms Funds, Trusts, and Other Financial Vehicles

Asset management is being reshaped by consoli...

Boutique managers can gain share with differe...

Private markets, especially private credit, a...

Technology and integration of AI-driven tools...

Cantor Fitzgerald Buys UBS’s O’Connor For $11B—Boost in Alternatives & Private Credit

Americas M&A Funds, Trusts, and Other Financial Vehicles

Cantor Fitzgerald has completed the first clo...

The deal adds about US$11 billion in AUM acro...

For UBS, the sale is financially immaterial b...

The transaction reflects a broader trend of b...

JPMorgan Launches First Tokenized Money-Market Fund on Ethereum

Americas Markets Funds, Trusts, and Other Financial Vehicles

J.P. Morgan Asset Management launched MONY, i...

Structured as a Rule 506(c) private placement...

MONY invests solely in U.S. Treasuries and fu...

The launch makes J.P. Morgan the largest GSIB...