On October 11, 2018, Rockefeller Capital announced that it had entered into an agreement to acquire Greer Anderson. Under the terms of the transaction, Philip Greer, Greer Anderson Capital LLC’s (“Greer”) founder and Gary Anderson, Greer’s Chief ...

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Rockefeller Capital to Acquire Greer Anderson

On October 11, 2018, Rockefeller Capital announced that it had entered into an agreement to acquire Greer Anderson.

Under the terms of the...

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Woodbury Financial Becomes Affiliation Partner for Questar Advisors

On October 11, 2018, Woodbury Financial Services, Inc. announced that the Questar Advisors firms had selected it as their preferred affiliation...

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TPG Sixth Street Partners and Dyal Capital Partners Acquire Minority Stakes in Halcyon Capital Management

On October 10, 2018, Halcyon Capital Management announced investments by TPG Sixth Street Partners and Dyal Capital Partners.

Under the terms of the...

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PIMCO to Acquire Gurtin Municipal Bond Management

On October 2, 2018, PIMCO announced that it had agreed to acquire Gurtin Municipal Bond Management.

Combined, Gurtin Municipal Bond Management...

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The Mather Group Acquires Berman Advisors

On October 2, 2018, The Mather Group, LLC announced it had acquired Steven M. Berman Investment Advisors.

Further terms of the deal were not...

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