Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Creative Planning Adds $1.4B Advisory Firm
By Janet LevauxThe acquired RIA firm, based in Berwyn, Pennsylvania, is focused on helping clients with business succession planning.
September 27, 2023
What Cetera's $1B Avantax Deal Means for the Future of Advice: MyVest CEOThe acquisition highlights intense consolidation and a deeper focus on tax-aware planning, he says.
September 25, 2023
Schwab Call Center Woes Plague RIAs After TD Ameritrade Move"I can tell you the company line from Schwab is very misleading," one advisor said.
September 22, 2023
Cetera Names New Head of Indie Advisor ChannelTom Halloran, Cetera Wealth Partners president, will replace Brett Harrison, who is leaving after over 25 years.
September 13, 2023
7 Ways Advisors Can Build Their FirmsThese steps fall into three primary strategies for advisor growth, Carson Group leaders said.
September 12, 2023
Joe Duran Unveils New VentureThe former United Capital founder and CEO plans to launch Rise Growth Partners in 2024.
September 11, 2023
Wealthtender Buys Online Advisor Community AGCMembers of AGC, co-founded by Taylor Schulte and Justin Castelli, will gain access to Wealthtender's marketing tools.
September 11, 2023
Why Cetera's $1B Avantax Deal Is a 'Powerful' MoveThe deal brings Cetera a new custodial relationship and platform, according to CEO Adam Antoniades and others.