Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
How to Lead Your Firm When It's Being Acquired
By Scott DannerKeep communication open with your team — and cut yourself some slack, too.
April 02, 2024
iCapital Scoops Up MiradorThe acquisition means the alternative investments platform can expand its data management and performance reporting capabilities.
March 28, 2024
Using a Partial Book Sale to Gradually Step AwayThe transition for advisor David Workman and his practice draws on a new LPL program.
March 05, 2024
Mercer Nabs $2.5B UHNW GroupMDK Private Wealth provides services like private banking, aviation and boat advisory work, as well as executive planning.
February 29, 2024
The Trends Driving 2024 RIA Dealmaking, in 5 ChartsThe next-gen talent shortage is starting to hit hard, DeVoe & Co. finds.
February 23, 2024
LPL Snaps Up $16B in Wintrust AssetsThe IBD will also move about 85 advisors onto its Institution Services platforms.
February 21, 2024
Advisors Face Enhanced Reporting of Say-on-Pay VotesCertain investment managers are subject to filing an annual form disclosing proxy votes related to executive compensation.
February 20, 2024
RIA Deals Rebounded in Back Half of 2023: EchelonThe wealth management sector's strong fundamentals sparked the M&A revival, according to the investment bank.