Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Orion to Acquire Summit Wealth
By John ManganaroSummit co-founder Reed Colley, who founded Black Diamond, will lead tech at Orion, reporting to CEO Natalie Wolfsen.
December 12, 2024
Hightower Stakes $800M Denver Wealth FirmFamily-run Dechtman Wealth Management is the sixth strategic investment for the financial planning firm in 2024.
December 12, 2024
SEI Acquires LifeYield to Boost UMA CapabilitiesThe Boston-based firm provides technology that enables tax-efficient investing at significant scale.
December 11, 2024
3 Best Practices to Position an RIA for SaleEnsuring that the firm is appealing to buyers while maintaining its integrity requires thoughtful preparation and strategic action.
December 09, 2024
Wealth Enhancement Group to Break From LPLAbout 10% of WEG’s nearly $97 billion in client assets are currently with the independent broker-dealer.
December 05, 2024
Mariner Adds $878M in AUM With Two AcquisitionsMariner said the acquisitions marked another step toward its 5,000-advisor growth goal.
December 04, 2024
The Evolution of Advisor M&A Deals: What to Know NowThe sophistication of buyers, sellers and the deals themselves has gone up.
December 02, 2024
Cresset Secures New BackerConstellation Wealth Capital is deploying a $150 million to help enhance Cresset’s platform, tech and recruiting capabilities.