Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Caprock Scoops Up $2.2B Boutique Advisory Shop
By John ManganaroThe deal with the Chicago firm brings the RIA's assets under advisement to more than $11 billion.
March 04, 2024
8 Ways to Blow a Good M&A DealEven a good deal can go bad if the firms ignore potential red flags or rush the process.
February 01, 2024
Joe Duran's Rise Growth Wins $250M Backing From New Capital PartnerDuran, Rise's founder and CEO, says the Charlesbank investment is a significant milestone for the firm.
January 31, 2024
RFG Advisory Deploys Nitrogen Tech to Boost Indie SupportThe hybrid RIA says growth-minded advisors will benefit in multiple ways from the new integration.
January 25, 2024
The Best Successor Is Right There, If You Know How to LookIt's not about the "perfect advisor." It's someone who wants to join your team and boost your business.
January 25, 2024
Advisor M&A Fell in 2023: Why DeVoe Says It's No Big DealRIA deal closings declined for the first time in a decade, DeVoe & Co. reported.
January 11, 2024
Atria Wealth Boosts Assets by $12BTwo of its business units, CUSO and Sorrento, now work with about 200 banks and credit unions.
January 09, 2024
Cambridge Launches New Fee-Only RIABridgePort Financial Solutions, led by Eddie Rollins, will acquire stakes in small and midsize firms.