Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
iCapital Scoops Up Mirador
By Dinah Wisenberg BrinThe acquisition means the alternative investments platform can expand its data management and performance reporting capabilities.
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.
February 15, 2024
Burt White: 'If We Lose the Humanity, We're Toast'Carson Group is looking to the future and has big M&A plans, the exec tells ThinkAdvisor.
February 13, 2024
LPL to Buy Atria Wealth Solutions for $805MThe move could add about 2,400 advisors and $100 billion of brokerage and advisory assets to the IBD.
February 05, 2024
New Co-Op Helps Young Advisors Own a PracticeThe RIA platform Avise seeks to provide backend services in a nontraditional way, co-founder Katrina Soelter says.