Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Creative Planning Buys $2.2B Wealth Manager in Texas
By John ManganaroThe deal with Maxwell Locke & Ritter Wealth Management, based in the greater Austin area, includes 18 employees.
March 25, 2024
6 Compelling Ways to Ask for the OrderHere are ideas for how to make a transaction happen.
March 20, 2024
Caprock Scoops Up $2.2B Boutique Advisory ShopThe deal with the Chicago firm brings the RIA's assets under advisement to more than $11 billion.
March 20, 2024
Focus Financial Taps Flourish for Held-Away Cash ManagementFlourish already works with several firms affiliated with Focus Financial, including Buckingham Strategic Wealth and The Colony Group.
March 08, 2024
BlackRock to Buy $4.8B SpiderRock Advisors to Boost SMA BusinessThe deal will help BlackRock meet growing demand for tax management and personalization, a wealth exec says.
March 04, 2024
8 Ways to Blow a Good M&A DealEven a good deal can go bad if the firms ignore potential red flags or rush the process.
February 01, 2024
Joe Duran's Rise Growth Wins $250M Backing From New Capital PartnerDuran, Rise's founder and CEO, says the Charlesbank investment is a significant milestone for the firm.
January 31, 2024
RFG Advisory Deploys Nitrogen Tech to Boost Indie SupportThe hybrid RIA says growth-minded advisors will benefit in multiple ways from the new integration.