Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Advisor Group Buys $30B Broker-Dealer Infinex
By Janet LevauxInfinex Financial has 750 financial professionals working with roughly 230 community-based bank and credit unions nationwide.
May 09, 2022
Small Broker-Dealers' Secret WeaponWhile many small BDs will continue to be acquisition targets, some smaller firms are thriving and growing.
May 05, 2022
Orion Adds Behavioral Finance to Financial Planning Platform: Tech RoundupAlso, Envestnet enhances its financial wellness ecosystem with new tech updates.
April 28, 2022
Why Half of Mercer's 500 Advisors Are WomenCEO Dave Welling also discusses the biggest challenge for RIAs and why he finds the term "rollup" objectionable.
April 20, 2022
'The Stars Aligned': Orion-Redtail Deal Was Years in the Making"I used to lose sleep over the thought of this transaction going in a different direction," the CEO says.
April 14, 2022
How Advisors Can Get a 'Leg Up' Now: Gabe GarciaMentors like Mark Tibergien have taught him how to go beyond business metrics and "elevate the profession," he says.
April 08, 2022
Creative Planning Announces 3 More RIA DealsThe latest announced acquisition for the firm is Illinois-based Heritage Way Advisors, with $450 million in AUM.
March 31, 2022
CI Financial Scoops Up $11.4B Eaton Vance Wealth Business From Morgan StanleyThe deal expands the firm's Boston presence and brings CI Private Wealth assets in the U.S. to $133 billion.