Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Creative Planning Buys Silicon Valley RIA Serving Tech Execs
By Jeff BermanEmery Howard manages over $1.8 billion and is located in Creative Planning's fastest-growing U.S. market, CEO Peter Mallouk says.
February 10, 2022
Merchant Investment Group Takes Minority Stake in $1B RIAFusion Family Wealth is a behavioral finance focused firm on Long Island.
February 08, 2022
Cetera: 1,000 Advisors Complete New Growth ProgramThe program pairs advisors with "growth partners" to help them find opportunities they may be missing.
February 07, 2022
Carson Group Tops $20B in AssetsThat's up about 32% from a year ago; Carson Group says it now has 120 partner advisory firms nationwide.
February 01, 2022
Hightower Takes Stake in Business Manager to the WealthyGrant Tani Barash & Altman does bill payment, tax preparation and related services for high-net-worth clients in Los Angeles and nationwide.
February 01, 2022
Creative Planning Buys Tax-Focused RIA in St. Louis MarketThe firm says it will hire more attorneys and CPAs in the region to create a tax and estate planning hub.
January 28, 2022
5 Big Wealth Management Trends for 2022These important trends should be part of your strategic planning and can help position your business for success this year.
January 14, 2022
Advisor Misconduct Rises After PE Buyouts: StudyThe RIAs that are acquired actually tend to have cleaner-than-average records before the deals, researchers find.