Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Stifel to Buy Part of B. Riley's Wealth Unit
By Steve DicksonThe deal, which could be priced for as much as $35 million in cash, involves up to 50 advisors and $4.5 billion of client assets.
October 28, 2024
Ameriprise CEO Says Advisor Recruiting Market Is 'Frothy'; New Products on the WayAmeriprise is now making fewer, but larger, deals, Jim Cracchiolo says.
October 24, 2024
Modern Wealth Management Buys $1.4B Petso FinancialThe acquisition is Modern Wealth's 11th to date and its sixth of the year.
October 23, 2024
Fidelity: RIA Deal Size Rises, Volume Eases in 2024The asset manager sees the slight pullback in M&A volume as a sign of marketplace health.
October 21, 2024
Hightower Takes Majority Stake in Investment Consulting Giant NEPCBob Oros, chairman and CEO of Hightower Holding, says the acquisition of NEPC will be transformational.
October 16, 2024
Pathstone to Acquire $45B UHNW Specialist Firm Hall CapitalThe deal will bring Pathstone's total AUM to nearly $100 billion.
October 15, 2024
Carson Group Adds $1B Group in MidwestThe RIA is bringing on Sweet Financial, a 12-person team based in Fairmont, Minnesota.
October 14, 2024
For a Better M&A Deal, Think Marriage, Not AuctionAlaris Acquisitions CEO Allen Darby, formerly a matchmaker for United Capital, walks ThinkAdvisor through his process.