Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Two Impact Investing RIAs to Merge
By Jeff BermanRachel Robasciotti and Maya Philipson will join Abacus Wealth as director of advocacy engagement and strategic advisor, respectively.
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.
January 21, 2021
Large RIAs Drive M&A Tied to Record $500B in Assets in 2020: ReportDeals are a "bit like Hotel California," Hightower CEO Bob Oros told Devoe & Co., alluding to the lyrics of the popular Eagles' tune: "You can check out any time you like, but you can never leave."
December 23, 2020
Record Number of RIA M&A Deals in Q4: ReportAcquired firms' assets under management averaged $1.8 billion, a record.
August 08, 2019
Focus Financial Q2 Revenue Up 30%The firm has already topped its full-year 2018 deal volume.
July 18, 2019
M&A Activity Among RIAs on Track to Achieve All-Time High This Year: TD AmeritradeAdvisory firm transactions were 82% higher in the first six months of 2019 than a year ago, new study finds.