Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Cetera Buys $490M BD, RIA in Philadelphia
By Jeff BermanThe purchase of Magis Financial Partners was finalized March 1, Cetera says.
March 04, 2021
AssetMark to Buy Voyant for $145MThrough the deal, the turnkey asset management platform provider will pick up financial planning and client digital engagement tools.
March 03, 2021
Two Impact Investing RIAs to MergeRachel Robasciotti and Maya Philipson will join Abacus Wealth as director of advocacy engagement and strategic advisor, respectively.
March 02, 2021
Invesco Combines 5 Advice Solutions Under Intelliflo Brand NameThe company had acquired all five of the businesses in recent years.
February 23, 2021
How M&A 'Merge-Ins' Can Enhance RIA DealsThis option can benefit both buyers and sellers.
February 12, 2021
RIA Dealmakers Start Year With a Bang: FidelityThe number of deals announced in January, and the AUM involved, set a record.
February 11, 2021
Lockton Acquires Agency That Serves Advisors: DealsIntegrity Marketing acquired a life distributor. RGA agreed to buy a U.K. life insurer.
February 10, 2021
Big BDs Keep Getting Bigger as Small Firms Merge or ExitThe wave will continue as the advantages of size keep growing, Cerulli analyst Michael Rose says.