Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Pershing's Harrison: More Acquisitions Likely Around Pershing X
By Jeff BermanBut advisors' biggest challenge now, by far, is finding and retaining top talent, Ben Harrison tells ThinkAdvisor.
June 20, 2022
Pershing X Platform Launch on Track for Late 2022A new business unit focused on building "innovative solutions for the advisory industry" developed the prototype, the firm says.
June 14, 2022
DeVoe: Why Growth Is So Important for RIA FirmsGrowth is good not only for a firm, but its advisors and clients too, David DeVoe says.
June 14, 2022
Mariner Wealth Advisors Adds $1B RIA in PennsylvaniaCorbenic Partners, an RIA with expertise in advising franchisee owners, is Mariner's fourth acquisition this year.
May 31, 2022
An Inside Look at the Technology Advisors LikeJoel Bruckenstein and Bob Veres ask advisors annually about their tech preferences and usage, what works and doesn't.
May 25, 2022
6 Questions to Ask Yourself Before You Sell Your Advisory FirmAn advisor who sold his business offers practical guidance to others looking to do the same.
May 24, 2022
Raymond James Ramps Up Diversity Efforts After Pandemic LullThe pandemic stalled the firm's mentorship initiatives but it's getting back on track now, CEO Paul Reilly says.
May 19, 2022
Allianz to Sell U.S. Fund Management Unit to Voya After SEC BanVoya Investment Management will add about $120 billion of assets under management as well as some investment teams.