Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Wealth Enhancement Group Nabs $1.04B RIA in Los Angeles
By Jeff BermanThe transaction is the firm's second Southern California acquisition, following Pillar Pacific in June.
June 25, 2021
The Dark Side of Technology ConsolidationWhat can firms learn from Riskalyze's recent (and then retracted) marketing campaign, which zeroed in on its competitors?
June 22, 2021
What's Stopping You From Doing a Deal?The growth in firms being bought and sold continues to soar. But many RIAs just aren't ready if an offer comes their way.
June 18, 2021
Goldman Sachs' RIA Custody Unit Signs Up Steward PartnersSteward, which has 180 advisors and $23 billion in assets, also will continue to work and custody assets with Raymond James.
May 20, 2021
When's the Right Time to Launch a Partnership Program?There's no one-size-fits-all approach for deciding if a partnership program makes sense for your firm.
May 19, 2021
Edelman Financial Engines to Buy $846M RIA in the NorthwestEdelman Financial Engines is adding to its tax practice capabilities and CPA staffing with the transaction, expected to close this quarter.
May 10, 2021
CI Financial to Buy $5.1B RIA in San DiegoThe Dowling & Yahnke acquisition will give CI its first San Diego location and is expected to more than double the Canadian firm's assets in Southern California.
May 06, 2021
Cadaret Grant Adds $2B OSJThe Ohio-based Cedar Brook Group, which has 20 licensed financial professionals, has joined the Atria subsidiary.