Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Cetera Taps Wealth.com Platform for Enhanced Estate Planning
By John ManganaroThe move supplies Cetera’s 12,000 advisors with simplified and modernized legacy planning capabilities for their clients.
February 19, 2025
Joe Duran's Rise Growth Partners Makes Another Minority InvestmentThe stake in Grimes and Co. by Joe Duran's RIA is meant to accelerate overall growth and geographic expansion.
January 30, 2025
LPL Nabs $1B Advisory Team From Osaic in CaliforniaSalient Wealth Planning Group provides clients with customized investment strategies, financial planning and wealth preservation services.
January 29, 2025
Orion-Pontera Integration Connects Advisors With Clients' Retirement AccountsThe solution enables the rebalancing of clients' retirement accounts within Orion’s trading platform.
January 29, 2025
Sequoia Buys $3.8B Carlson Capital in MinnesotaThe acquisition of Carlson Capital Management is Sequoia’s largest by number of employees and wealth advisors.
January 28, 2025
Corient Acquires $10B Multi-Family Office in New YorkThe move reinforces the firm's presence in one of the nation’s largest wealth management markets.
January 15, 2025
Integrated Partners Adds $1B Retirement Firm in San DiegoRetirementDNA specializes in serving retirement plans and delivering executive benefits.
January 09, 2025
Mariner to Buy $292B Cardinal Investment AdvisorsThe deal will more than double Mariner’s assets under advisement to $550 billion within the next three months.