Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Hightower Buys $1.7B TC Wealth Partners
By Janet LevauxThe deal includes the Trust Company of Illinois, which does trust and estate planning, administration and retirement plan services.
December 15, 2021
Prospera Financial Buys Dorsey & Co.The acquired firm will maintain the Dorsey and Co. brand and operate as a Prospera office of supervisory jurisdiction.
December 14, 2021
RIAs 'Must Do More to Justify Their Fees': Mariner Wealth's BicknellThe executive also weighs in on working at the office, what books he's reading and his favorite sport.
December 13, 2021
Top 10 Life, Health and Annuity Deals of 2021, So FarEnd-of-the-year fireworks could still be coming, but here's the current list of this year's biggest M&As to date.
December 09, 2021
RIA in a Box Bought by ComplySci: Tech RoundupAlso, Riskalyze adds Pulse 360 to its advisor productivity suite, and Broadridge appoints Dipti Kachru as global CMO.
December 09, 2021
Captrust Buys $2.2B RIA in BostonRINET is the second firm that Captrust has bought this year with a focus on family office services.
November 29, 2021
Yearly RIA Deal Count Hits 200: DeVoeBy comparison, RIAs made 159 M&A deals in all of 2020, DeVoe & Co. reports.
November 23, 2021
Wealthspire to Buy $2.7B RIA Private OceanWealthspire Advisors signed a definitive deal to acquire Private Ocean, led by Greg Friedman.