Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Orion Buys Compliance and Risk Management Firm
By Jeff BermanThe acquisition, which closed on Friday, 'complements' what Orion has been doing in the compliance space, T3 head Joel Bruckenstein says.
October 15, 2021
Hightower to Take a Stake in $700M Georgia RIAThe RIA aggregator is making an unspecified strategic investment in Bluerock Wealth Management.
October 14, 2021
Schwab: Record-Breaking RIA Deal Volume Feels Like 'New Normal'Schwab interviewed buyers and sellers on what makes an RIA deal successful; Fidelity also released data.
October 11, 2021
RIA M&A Activity on Pace for Record-Breaking Year: EchelonStrong secular trends and supportive capital markets are fueling this frenzy of activity, the report found.
October 11, 2021
Raymond James Launches Succession Planning PlatformPractice Exchange is meant to be a "one-stop location for M&A tools, prospective buyer/seller matching" and other services.
September 28, 2021
Cresset, Berman Capital to Form $20B Multifamily OfficeBerman currently manages about $4.7 billion and has offices in Atlanta and Austin, Texas.
September 27, 2021
RIA Deals for 2021 Have Already Surpassed 2020 Total: DeVoeThis makes 2021 the eighth consecutive record year of RIA M&;A activity, the firm reported.
September 23, 2021
Advisors Expect M&A Surge in Next 12 Months: NationwideAdvisors "are more bullish about M&A than we've seen in years," Nationwide's Craig Hawley says.