trending Market Intelligence /marketintelligence/en/news-insights/trending/t7_paTumihVBoHLw0scu5g2 content
Log in to other products

Login to Market Intelligence Platform

 /


Looking for more?

Contact Us

Request a Demo

You're one step closer to unlocking our suite of comprehensive and robust tools.

Fill out the form so we can connect you to the right person.

If your company has a current subscription with S&P Global Market Intelligence, you can register as a new user for access to the platform(s) covered by your license at Market Intelligence platform or S&P Capital IQ.

  • First Name*
  • Last Name*
  • Business Email *
  • Phone *
  • Company Name *
  • City *
  • We generated a verification code for you

  • Enter verification Code here*

* Required

In This List

Allworth Financial acquires Siena Wealth Management

Street Talk Episode 56 - Latest bank MOE shows even the strong need scale to thrive

South State CenterState MOE Shows Even The Strong Need Scale To Thrive

Talking Bank Stocks, Playing The M&A Trade With Longtime Investor

Report: Kashkari Says Fed In Holding Pattern But Rate Cut Still Possible


Allworth Financial acquires Siena Wealth Management

Sacramento, Calif.-based Allworth Financial LP has acquired San Jose, Calif.-based Siena Wealth Management Inc.Inc., the Sacramento Business Journal reported Aug. 8.

Siena, with $250 million in AUM, is the fifth independent retirement advisory company acquired by Allworth, which will now have $4.5 billion in AUM after the acquisition, according to the report.

All four employees of Siena will work for Allworth, which was named Hanson McClain Advisors until February.