Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
JPMorgan, RBC Grab Merrill Teams With $30B in Assets
By John ManganaroEric Gray and Lance Polverini say moving their $28 billion practice will bring their work to the next level.
May 06, 2024
How to Lead Your Firm When It's Being AcquiredKeep communication open with your team — and cut yourself some slack, too.
May 06, 2024
Focus Financial to Merge RIAs Buckingham, Colony GroupBuckingham CEO Adam Birenbaum will lead the combined RIA; Colony CEO Michael Nathanson recently became chief of Focus.
May 02, 2024
SEIA Strikes Deal for $2B RIA in ClevelandThe firm sees "significant additional acquisitions" ahead, Signature Estate and Investment Advisors CEO Brian Holmes says.
May 01, 2024
Cetera's Avantax Inks Acquisition of $760M Wealth FirmIntegrated Tax and Wealth Management's advisors will become W-2 employees of Avantax Planning Partners.
May 01, 2024
Sanctuary Wealth Buys $12.5B RIA Platform tru IndependenceOnce combined, the firms will support some 120 independent wealth management shops with $42 billion of client assets.
April 23, 2024
Captrust Adopts CAIS Alternative Investment PlatformThe firm's advisors will be able to consolidate alternative products and processes onto a single operating system.
April 22, 2024
RIA Deals Surged to Near Record in Q1: EchelonThe 90 announced transactions represented a year-over-year increase of 20%, a new report says.