Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Hightower to Take a Stake in $700M Georgia RIA
By Jeff BermanThe RIA aggregator is making an unspecified strategic investment in Bluerock Wealth Management.
August 13, 2021
Mariner Wealth to Buy $500M Pittsburgh RIAThe acquisition of Commonwealth Advisory Group, Mariner's fourth announced purchase this summer, is expected to close Aug. 31.
August 12, 2021
Wealth Enhancement Group to Buy $1.1B RIA Investor SolutionsThis will be the wealth management firm's 10th acquisition of the year.
July 21, 2021
Empower to Buy Prudential's Retirement Business for $3.55BEmpower will acquire Prudential's defined contribution, defined benefit, nonqualified and rollover IRA business.
July 20, 2021
Mariner, AdvicePeriod to Form $48.1B RIAMariner's deal to acquire AdvicePeriod follows an investment in Mariner by private equity firm Leonard Green & Partners.
July 15, 2021
AIG Agrees to More Than $7.3B in Deals With BlackstoneAIG says the cash will help support efforts to separate from the Life & Retirement business.
July 15, 2021
RIA Deal Activity Cools in Q2Deals are down from a strong first quarter, but 2021 is on track to exceed last year, according to DeVoe & Co. and Echelon Partners.
July 08, 2021
Wealth Enhancement Group Nabs $1.04B RIA in Los AngelesThe transaction is the firm's second Southern California acquisition, following Pillar Pacific in June.