Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Onramp Invest to Beta-Test Its Crypto Platform This Month
By Jeff BermanCEO Tyrone Ross says his company is partnering with firms including WisdomTree.
March 19, 2021
Warburg Pincus Buys Stake in Edelman Financial EnginesThe investment values the company at $7.3 billion.
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.