Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Your Firm Was Taken Over! Now What?
By Bryce SandersWhile change is inevitable, advisors need to be patient. Here are eight steps to consider.
March 05, 2025
Why Does LPL Want $4 Billion?There are three likely possibilities, says Tiburon Strategic Advisors' Chip Roame.
February 26, 2025
Robinhood Closes TradePMR AcquisitionAcquisition of the $40 billion RIA platform aims to accelerate Robinhood’s delivery of investment advisor capabilities to clients.
February 26, 2025
Betterment Acquires Ellevest's Automated Investing BusinessEllevest will continue to offer financial planning and wealth management services to high-net-worth clients.
February 20, 2025
BlackRock Is Out to Unite Public and Private MarketsLast year, the fund giant went on the biggest deal spree in the history of “alternative” asset management.
February 19, 2025
Alera Seeks Strategic Acquisitions in Retirement SpaceWith new leadership, the firm is committing to accelerated growth through deals and partnerships.
February 19, 2025
Joe Duran's Rise Growth Partners Makes Another Minority InvestmentThe stake in Grimes and Co. by Joe Duran's RIA is meant to accelerate overall growth and geographic expansion.
January 31, 2025
7 Do’s and Don’ts When Changing Firms or Breaking AwayBrandy Weiberg of Wealthcare Capital has supported more than 100 advisors as they have transitioned their businesses.