Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Modern Wealth Management Buys $1.4B Petso Financial
By Melanie WaddellThe acquisition is Modern Wealth's 11th to date and its sixth of the year.
October 16, 2024
Pathstone to Acquire $45B UHNW Specialist Firm Hall CapitalThe deal will bring Pathstone's total AUM to nearly $100 billion.
October 15, 2024
Stone Point Returns as Kestra's Top Private Equity BackerStone Point first invested in Kestra in 2016 and later sold its minority share to Oak Hill Capital.
October 14, 2024
For a Better M&A Deal, Think Marriage, Not AuctionAlaris Acquisitions CEO Allen Darby, formerly a matchmaker for United Capital, walks ThinkAdvisor through his process.
October 11, 2024
4 Keys to Succession PlanningThe financial advice industry remains largely unprepared for exits, planned or otherwise.
October 08, 2024
Dynasty Adds BlackRock, JPMorgan as Strategic InvestorsSchwab, an existing investor, added more capital.
October 07, 2024
MAI Capital Adds $1.2B Fee-Only Advisor TeamThe acquisition is MAI Capital's 40th since 2018 and its eighth of 2024.
October 04, 2024
LPL Closes Acquisition of Atria Wealth SolutionsThe firm said it expects to meet or exceed its 80% advisor retention goal.