Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Why Does LPL Want $4 Billion?
By Janet LevauxThere are three likely possibilities, says Tiburon Strategic Advisors' Chip Roame.
February 20, 2025
BlackRock Is Out to Unite Public and Private MarketsLast year, the fund giant went on the biggest deal spree in the history of “alternative” asset management.
February 19, 2025
Alera Seeks Strategic Acquisitions in Retirement SpaceWith new leadership, the firm is committing to accelerated growth through deals and partnerships.
February 19, 2025
Joe Duran's Rise Growth Partners Makes Another Minority InvestmentThe stake in Grimes and Co. by Joe Duran's RIA is meant to accelerate overall growth and geographic expansion.
January 31, 2025
7 Do’s and Don’ts When Changing Firms or Breaking AwayBrandy Weiberg of Wealthcare Capital has supported more than 100 advisors as they have transitioned their businesses.
January 31, 2025
RIA M&A Activity Set Record in 2024: DeVoeThe 272 announced transactions in the year, including 81 in the quarter, topped the 2022 mark.
January 29, 2025
Sequoia Buys $3.8B Carlson Capital in MinnesotaThe acquisition of Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors.
January 29, 2025
Commonwealth in Talks to Sell Minority Stake: ReportThe firm, led by Wayne Bloom, will likely attract strong private equity interest, said one industry watcher.