Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
LPL Snaps Up $16B in Wintrust Assets
By Janet LevauxThe IBD will also move about 85 advisors onto its Institution Services platforms.
February 15, 2024
Burt White: 'If We Lose the Humanity, We're Toast'Carson Group is looking to the future and has big M&A plans, the exec tells ThinkAdvisor.
February 14, 2024
LPL's Steinmeier: Why We Bought Atria and What's NextLPL had been courting Atria for some time and finally found its opening last year, the executive says.
February 13, 2024
LPL to Buy Atria Wealth Solutions for $805MThe move could add about 2,400 advisors and $100 billion of brokerage and advisory assets to the IBD.
February 05, 2024
New Co-Op Helps Young Advisors Own a PracticeThe RIA platform Avise seeks to provide backend services in a nontraditional way, co-founder Katrina Soelter says.
February 01, 2024
Mariner Wealth Buys 2 Firms With $100BWith its acquisition of AndCo Consulting and Fourth Street Performance Partners, Mariner will launch an institutional channel.
January 25, 2024
Schwab-TD Ameritrade Antitrust Suit Lives OnThe judge has set several deadlines in the case for this year and next.
January 25, 2024
The Best Successor Is Right There, If You Know How to LookIt's not about the "perfect advisor." It's someone who wants to join your team and boost your business.