Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
The 3 Types of UHNW Clients and How to Serve Them
By John ManganaroAdvisors who fail to keep their wealthier clients on solid legal footing risk losing them, says David Guin.
July 25, 2023
LPL Financial to Acquire $6.5B Wealth BusinessThe deal will bring Crown Capital's 260 financial advisors to LPL's platform.
July 20, 2023
Merger Rules Get Tougher in Crackdown by Antitrust EnforcersThe changes come on the heels of several bruising defeats for the government in blocking vertical mergers.
July 12, 2023
Captrust Expands in South by Adding $2B Family OfficeAdding Southern Wealth Management will more than double Captrust's existing tax practice, according to the firms.
July 12, 2023
Hightower Invests in Tax FirmGMS Surgent will become a "wholly owned tax subsidiary," giving advisors access to complex tax and advisory services.
June 22, 2023
No Substitute for Organic Growth, M&A Experts WarnDealmaking can be beneficial, but it needs a foundation of organic growth for long-term success.
June 09, 2023
Magic Johnson's Essential Lessons in LeadershipLeaders need knowledge and self-confidence, but also requires humility, empathy and, sometimes, a bit of ruthlessness.
June 07, 2023
Mercer Gains One More InvestorAltas joins the RIA's other investors: Genstar Capital, Oak Hill Capital and over 300 Mercer employees.