Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
2021 News of the Year
By Jeff Berman, Bernice Napach, Ginger Szala and Melanie WaddellWe review the major developments affecting financial advisors — from Wall Street to Washington — over the past 12 months.
November 18, 2021
'It's Still Early': Bob Oros Says RIA Acquisitions Will Continue for YearsThe Hightower CEO tells ThinkAdvisor about his ideal acquisition and why a deal shouldn't just be about the economics.
November 17, 2021
KKR Makes Large Investment in $20B RIA Beacon PointeBeacon Pointe, led by CEO Shannon Eusey, now includes about 110 financial advisors.
November 11, 2021
Creative Planning to Buy $110B Retirement UnitThe new business will be known as Lockton Retirement Services, an Offering of Creative Planning.
November 04, 2021
Mallouk's Creative Planning Hits Unplanned MilestoneThe firm has reached $100 billion in AUM at "a speed that surprised us," CEO Peter Mallouk tells ThinkAdvisor.
November 01, 2021
10 Top Trends for RIAs, Dealmaking: DeVoe SummitSchwab's Bernie Clark, David DeVoe and others gave predictions, advice and warnings for RIAs.
October 28, 2021
Blockchange, Morningstar Team Up on Crypto: Tech RoundupAlso, Envestnet invested in YieldX, while Addepar acquired AdvisorPeak.
October 27, 2021
Meet the Winners: LUMINARIES in Dealmaking & Growth, 2021We're pleased to highlight the advisors, broker-dealers, RIAs and others being honored this year in our pioneering recognition program.