Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Mariner Wealth Advisors Adds $950M California Wealth Firm
By Jeff BermanThe acquisition was Mariner's 14th deal in 2021.
January 05, 2022
Mariner Wealth Snaps Up $1.3B GroupThe purchase of Granite Investment Advisors of New Hampshire was Mariner's 13th transaction of 2021.
November 23, 2021
Wealthspire to Buy $2.7B RIA Private OceanWealthspire Advisors signed a definitive deal to acquire Private Ocean, led by Greg Friedman.
November 18, 2021
'It's Still Early': Bob Oros Says RIA Acquisitions Will Continue for YearsThe Hightower CEO tells ThinkAdvisor about his ideal acquisition and why a deal shouldn't just be about the economics.
November 04, 2021
Mallouk's Creative Planning Hits Unplanned MilestoneThe firm has reached $100 billion in AUM at "a speed that surprised us," CEO Peter Mallouk tells ThinkAdvisor.
October 27, 2021
Meet the Winners: LUMINARIES in Executive Leadership, 2021 — Products, Programs & ServicesHere are the programs, products and services being honored for driving the financial industry forward.
October 27, 2021
Meet the Winners: LUMINARIES in Executive Leadership, 2021 — PeopleMeet the individuals being honored for their work in executive leadership that is driving the financial industry forward.
October 15, 2021
Hightower to Take a Stake in $700M Georgia RIAThe RIA aggregator is making an unspecified strategic investment in Bluerock Wealth Management.