Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Rockefeller Nabs $630M Wealth Team From UBS
By Jeff BermanSan Antonio-based Adapt Partners is the 50th team to join Rockefeller's Private Wealth Management network.
February 23, 2021
How M&A 'Merge-Ins' Can Enhance RIA DealsThis option can benefit both buyers and sellers.
February 12, 2021
RIA Dealmakers Start Year With a Bang: FidelityThe number of deals announced in January, and the AUM involved, set a record.
January 21, 2021
Large RIAs Drive M&A Tied to Record $500B in Assets in 2020: ReportDeals are a "bit like Hotel California," Hightower CEO Bob Oros told Devoe & Co., alluding to the lyrics of the popular Eagles' tune: "You can check out any time you like, but you can never leave."
October 13, 2020
The 4 Personality Keys to M&A SuccessHightower worked with social scientists to develop an approach to help advisory businesses find the right cultural fit.
July 30, 2020
6 RIA M&A Trends to Watch NowHere's why deal-making in the RIA space has remained surprisingly resilient, despite the fallout from the coronavirus.
March 30, 2020
8 Skills That Make Great LeadersFocus on the abilities that cultivate strong management to grow your firm.
May 16, 2017
Insurance Distributor Dealmaking Remains Strong: ConningThe number of insurance company deals was down sharply year over year.