Dealmaking

Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.

Why Advyzon Chose to Partner, Not Build, to Boost Direct Indexing

June 06, 2025

Why Advyzon Chose to Partner, Not Build, to Boost Direct Indexing
Focus Partners Acquires $9.4B RIA Firm in L.A.

May 30, 2025

Focus Partners Acquires $9.4B RIA Firm in L.A.
10 Biggest Wealth Management Deals: Q1 2025

April 24, 2025

10 Biggest Wealth Management Deals: Q1 2025
Commonwealth Advisors Have Decisions to Make as LPL's Rivals Come Knocking

April 17, 2025

Commonwealth Advisors Have Decisions to Make as LPL's Rivals Come Knocking
Cerity Partners Adds $1.9B West Coast Financial

April 02, 2025

Cerity Partners Adds $1.9B West Coast Financial
Cetera Taps Wealth.com Platform for Enhanced Estate Planning

April 02, 2025

Cetera Taps Wealth.com Platform for Enhanced Estate Planning
Sequoia Acquires $4B Wealth and Tax Firm

April 01, 2025

Sequoia Acquires $4B Wealth and Tax Firm