Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Corient Acquires $8B RIA in Maine
By John ManganaroH.M. Payson and Co., a chartered trust company, manages about $1.2 billion in trust assets.
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.
November 27, 2024
To Sell for a Better Multiple, Put Your Firm Through Boot CampA back-to-basics review can put practices in shape to be acquired for top dollar.