Here are 4 topics covered in the report and much more:
- Track momentum in wealth management M&A and fintech IPOs – Circle’s $1.1B IPO and Chime’s $864M raise signaled renewed momentum in fintech listings. In private markets, Accel-KKR agreed to sell a minority stake to PACT and Sammons Financial Group, acquired Wealthcare Capital Management, an $8B AUM RIA platform.
- Assess global macro shifts – Revised GDP growth forecasts and heightened US-China trade cooperation offered cautious optimism, while Middle East tensions and rate speculation continue to fuel global market volatility.
- Explore a case study on strategic growth in wealth management – Learn how Sammons Financial’s acquisition of Wealthcare aligns with both firms’ long-term visions, enabling capital investment, expanded reach, and continued growth in the independent advisor space.
- Uncover market insights and global trends – Discover the ‘Notable Transactions’ transforming private and public markets, alongside sector-specific insights from ‘Public Markets Trends’