Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Private Equity Firm TPG Takes 'Significant' Minority Stake in Creative Planning
By John ManganaroPeter Mallouk will continue to lead the business and keep his majority stake.
September 20, 2024
Cerity Partners to Merge With Venture Capital Advisory ShopThe merger with Touchdown Ventures will expand the firm's offering to corporations and businesses.
September 20, 2024
BofA Private Bank Nabs $2.7B Advisor From CitiAustin Koenen has joined Bank of America Private Bank's Atlanta office.
September 16, 2024
Wealth.com's New Backers Include Venture Capital Arm of AlphabetThe investment validates the firm's efforts to disrupt the estate planning status quo, CEO Rafael Loureiro says.
September 16, 2024
Morningstar Adds Broadridge Securities-Based Lending Tools to Advisor WorkstationSecurities-based lending solutions are used by advisors to help address clients' liquidity needs.
September 12, 2024
AssetMark Adds Morningstar Wealth as Third-Party StrategistThis launch will enable financial advisors working with AssetMark to access a range of model portfolios and SMAs.
September 12, 2024
Hightower Backs $2.3B Florida Wealth FirmHightower, led by Bob Oros, now works with 140 advisory businesses.
September 09, 2024
For These Dealmakers, RIA Consolidation Is a Race to ScaleIndustry leaders, at a recent summit, noted the influence of private equity in acquiring smaller firms.