Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Ameritas Adds Pontera's 401(k) Management Platform
By John ManganaroAffiliated advisors will be able to make trades and manage retirement plan accounts using the new technology and tools.
March 29, 2024
The Best View of Closely Held Business Transactions: It's a ProcessA sale or similar liquidity event is not a one-time occurrence for either the buyer or seller.
March 27, 2024
RIA Integrated Partners Helps Accounting Firm Launch Wealth UnitThe new partnership is a direct response to the growing complexity facing advisors and clients alike.
March 25, 2024
6 Compelling Ways to Ask for the OrderHere are ideas for how to make a transaction happen.
March 20, 2024
Caprock Scoops Up $2.2B Boutique Advisory ShopThe deal with the Chicago firm brings the RIA's assets under advisement to more than $11 billion.
March 20, 2024
Focus Financial Taps Flourish for Held-Away Cash ManagementFlourish already works with several firms affiliated with Focus Financial, including Buckingham Strategic Wealth and The Colony Group.
March 08, 2024
BlackRock to Buy $4.8B SpiderRock Advisors to Boost SMA BusinessThe deal will help BlackRock meet growing demand for tax management and personalization, a wealth exec says.
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.