Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Advisor Group to Buy $40B American Portfolios
By Janet LevauxAdvisor Group CEO Jamie Price says American Portfolios Chairman and CEO Lon Dolber will stay as part of the deal.
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.
May 24, 2022
Raymond James Ramps Up Diversity Efforts After Pandemic LullThe pandemic stalled the firm's mentorship initiatives but it's getting back on track now, CEO Paul Reilly says.
May 19, 2022
Allianz to Sell U.S. Fund Management Unit to Voya After SEC BanVoya Investment Management will add about $120 billion of assets under management as well as some investment teams.
May 19, 2022
Advisor Group Buys $30B Broker-Dealer InfinexInfinex Financial has 750 financial professionals working with roughly 230 community-based bank and credit unions nationwide.
May 17, 2022
Raymond James Is Spending $500M on Tech in 2022, CEO SaysCEO Paul Reilly also talked to ThinkAdvisor about advisors' biggest worries and how the firm would handle a recession.