| # | Acquired | Date | Type | Status | Price | |
|---|---|---|---|---|---|---|
| 1 |
B
BMO Financial - EMEA asset management business
BMO Financial - EMEA asset management business is a provider of investment and a…
|
2021-04-12 | Acquisition | Complete | $859.7M | Deal → |
| 2 |
Investment Professionals - (IPI)
Investment Professionals (IPI) is an independent Texas-based investment and insu…
|
2017-04-24 | Acquisition | Complete | — | Deal → |
| 3 |
J
JHS Capital
JHS strives to deliver personal service in a technology-driven world.
|
2015-04-28 | Acquisition | Complete | — | Deal → |
| 4 |
Columbia Management
Investment management firm.
|
2010-05-03 | Acquisition | Complete | — | Deal → |
| 5 |
H&R Block Financial Advisors
H&R Block Financial Advisors offers investment services operating segment provid…
|
2008-08-13 | Acquisition | Complete | $315.0M | Deal → |
| 6 |
J & W Seligman
Seligman's commitment is to the development of innovative investment products
|
2008-07-07 | Acquisition | Complete | — | Deal → |
| 7 |
T
Threadneedle Asset Management
Threadneedle is one of the premier asset management organizations in the U.K.
|
2003-10-01 | Acquisition | Complete | — | Deal → |
| 8 |
Securities America
Securities America - Fostering the Success of Independent Financial Advisors and…
|
1998-02-02 | Acquisition | Complete | — | Deal → |