CFO News Room

NOVEMBER 5, 2022

Morningstar has joined an increasingly competitive market of direct indexing platforms for advisors and their clients. Why the torrid pace of RIA mergers and acquisitions activity seen in recent years could slow down in the current market and interest rate environment. Pundits continue to expect “SECURE 2.0”

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Mergers and Acquisitions (M&A) Profit and Loss Investments Valuation 130

Barry Ritholtz

DECEMBER 14, 2022

But she answers a question, I’m just sitting there dumbfounded by how she’s just like, oh my God, that’s just an absolutely comprehensive explanation about something I had no idea about, and now I feel like I really know. You started your career doing M&A at Goldman Sachs. What was that like?

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Mergers and Acquisitions (M&A) Investments Construction Concentration 61

PYMNTS

MAY 28, 2020

have made 19 deals so far this year, according to Refinitiv, the London-based global provider of financial market data. This represents the fastest pace of acquisitions and strategic investments since 2015. The transactions come as some lawmakers have called for more scrutiny and a pause on mergers and acquisitions (M&As).

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Mergers and Acquisitions (M&A) Concentration Valuation Startups 52