Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
RIA Deals for 2021 Have Already Surpassed 2020 Total: DeVoe
By Michael S. FischerThis makes 2021 the eighth consecutive record year of RIA M&;A activity, the firm reported.
September 23, 2021
New Deals, Other Efforts Lead Orion's Platform PlayThe firm's in-person conference, a welcome change, provided an inside look at innovative plans and other insights.
September 16, 2021
Morgan Stanley Targets Millions of New Customers After M&A SpreeDeals with E-Trade, Eaton Vance and others have grown the firm's base to 14 million relationships with $8 trillion in held-away assets.
September 14, 2021
CI Financial Buying $5.2B Silicon Valley RIAThe acquisition of Portola Partners Group is expected to close later this month.
September 09, 2021
Mariner Wealth is Buying $600M Ohio RIAThe RIA now has a total of 395 advisors across 53 offices with $46 billion in assets under advisement.
September 07, 2021
Hightower Takes Stake in $1.5B Multi-Office RIAAlexandria Capital, based near Washington, D.C., has locations in Boston; Juneau, Alaska; New York; and Portland, Oregon.
September 01, 2021
Focus Financial Scoops Up $9B Ohio-Based Wealth GroupThe deal adds Ancora Holdings, which is employee-owned and led by CEO and Chairman Fred DiSanto.
August 31, 2021
Orion Zooms In on Growth, M&As and New Advisor Solutions at ConferenceNew solutions revealed at Ascent include Orion Cash and Credit, a joint venture with Focus Client Solutions.