Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Ken Fisher Sells Stake of Up to $3B
By John J. Edwards IIIPrivate equity firm Advent International and the Abu Dhabi Investment Authority are buying a stake in Fisher Investments.
May 29, 2024
Wealth Enhancement Group Brings on $1.2B Texas TeamThe deal to acquire the Financial Advisory Group brings the firm's total asset base to roughly $81.5 billion.
May 21, 2024
Consolidation Meets AI at Industry EventIn the opening keynote at WealthStack, Joe Duran warned advisors about the hidden costs of inorganic growth.
May 10, 2024
Schwab Shuts TD Ameritrade Platforms for GoodThe migration of the remaining 1.8 million TDA accounts will be completed this weekend.
May 10, 2024
JPMorgan Asks Court to Halt Ex-First Republic Advisors' Recruiting Loan FightJPMorgan subsidiaries and 16 advisors are sparring over loans from the defunct bank tied to recruiting bonuses.
May 06, 2024
How to Lead Your Firm When It's Being AcquiredKeep communication open with your team — and cut yourself some slack, too.
May 06, 2024
Focus Financial to Merge RIAs Buckingham, Colony GroupBuckingham CEO Adam Birenbaum will lead the combined RIA; Colony CEO Michael Nathanson recently became chief of Focus.
April 22, 2024
RIA Deals Surged to Near Record in Q1: EchelonThe 90 announced transactions represented a year-over-year increase of 20%, a new report says.