Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Meet the Winners: LUMINARIES in Executive Leadership and Dealmaking & Growth, 2021
By Michael S. Fischer and Emily HolbrookWe're pleased to highlight the advisors, broker-dealers, RIAs and others being honored this year in our pioneering recognition program.
October 20, 2021
Raymond James to Buy TriState Capital for $1.1BAs part of the transaction, which the firms expect to close next year, Pittsburgh-based TriState will continue to operate as a separately branded firm.
October 15, 2021
Hightower to Take a Stake in $700M Georgia RIAThe RIA aggregator is making an unspecified strategic investment in Bluerock Wealth Management.
October 14, 2021
Schwab: Record-Breaking RIA Deal Volume Feels Like 'New Normal'Schwab interviewed buyers and sellers on what makes an RIA deal successful; Fidelity also released data.
October 11, 2021
RIA M&A Activity on Pace for Record-Breaking Year: EchelonStrong secular trends and supportive capital markets are fueling this frenzy of activity, the report found.
October 11, 2021
Raymond James Launches Succession Planning PlatformPractice Exchange is meant to be a "one-stop location for M&A tools, prospective buyer/seller matching" and other services.
September 28, 2021
Cresset, Berman Capital to Form $20B Multifamily OfficeBerman currently manages about $4.7 billion and has offices in Atlanta and Austin, Texas.
September 27, 2021
RIA Deals for 2021 Have Already Surpassed 2020 Total: DeVoeThis makes 2021 the eighth consecutive record year of RIA M&;A activity, the firm reported.