Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Envestnet Buys Advisor Billing Provider: Tech Roundup
By Jeff BermanAlso, the Digital Assets Council of Financial Professionals added a new online self-study course for advisors.
June 22, 2022
Alex. Brown Chief to Leave Raymond JamesHaig Ariyan came on board when Deutsche Bank's U.S. Private Client Business was bought by Raymond James in 2016.
June 22, 2022
Advisor Group to Buy $40B American PortfoliosAdvisor Group CEO Jamie Price says American Portfolios Chairman and CEO Lon Dolber will stay as part of the deal.
June 20, 2022
Pershing X Platform Launch on Track for Late 2022A new business unit focused on building "innovative solutions for the advisory industry" developed the prototype, the firm says.
June 14, 2022
DeVoe: Why Growth Is So Important for RIA FirmsGrowth is good not only for a firm, but its advisors and clients too, David DeVoe says.
June 14, 2022
Mariner Wealth Advisors Adds $1B RIA in PennsylvaniaCorbenic Partners, an RIA with expertise in advising franchisee owners, is Mariner's fourth acquisition this year.
May 31, 2022
An Inside Look at the Technology Advisors LikeJoel Bruckenstein and Bob Veres ask advisors annually about their tech preferences and usage, what works and doesn't.
May 25, 2022
6 Questions to Ask Yourself Before You Sell Your Advisory FirmAn advisor who sold his business offers practical guidance to others looking to do the same.