Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Consolidation Meets AI at Industry Event
By Timothy WelshIn the opening keynote at WealthStack, Joe Duran warned advisors about the hidden costs of inorganic growth.
May 06, 2024
How to Lead Your Firm When It's Being AcquiredKeep communication open with your team — and cut yourself some slack, too.
May 06, 2024
Focus Financial to Merge RIAs Buckingham, Colony GroupBuckingham CEO Adam Birenbaum will lead the combined RIA; Colony CEO Michael Nathanson recently became chief of Focus.
April 22, 2024
RIA Deals Surged to Near Record in Q1: EchelonThe 90 announced transactions represented a year-over-year increase of 20%, a new report says.
April 02, 2024
iCapital Scoops Up MiradorThe acquisition means the alternative investments platform can expand its data management and performance reporting capabilities.
March 28, 2024
Using a Partial Book Sale to Gradually Step AwayThe transition for advisor David Workman and his practice draws on a new LPL program.
March 05, 2024
Mercer Nabs $2.5B UHNW GroupMDK Private Wealth provides services like private banking, aviation and boat advisory work, as well as executive planning.
February 29, 2024
The Trends Driving 2024 RIA Dealmaking, in 5 ChartsThe next-gen talent shortage is starting to hit hard, DeVoe & Co. finds.