Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
The Best Successor Is Right There, If You Know How to Look
By Dan KreuterIt's not about the "perfect advisor." It's someone who wants to join your team and boost your business.
January 09, 2024
Cambridge Launches New Fee-Only RIABridgePort Financial Solutions, led by Eddie Rollins, will acquire stakes in small and midsize firms.
December 21, 2023
LPL Takes 20% Stake in Independent Advisor AllianceThe backing will help to elevate advisor services and support without jeopardizing IAA's independence, its CEO says.
December 14, 2023
Edelman Financial Buys $1.5B Retirement FirmThis is the company's largest deal, based on assets, since it began acquiring other entities in 2021.
November 08, 2023
Hightower Acquires $2.5B RIAThe wealth management firm adds Resource Consulting Group, a fee-only concern based in Orlando, Florida.
November 06, 2023
Morningstar, Envestnet Launch Managed IRA ServiceThe IRA product will have no account minimum, allowing investors with lower balances to access personalized advice.
October 23, 2023
Focus Financial's Adolf Steps Down as CEODan Glaser, a partner with the private equity firm that recently bought Focus, is now interim CEO.
September 01, 2023
The 3 Types of UHNW Clients and How to Serve ThemAdvisors who fail to keep their wealthier clients on solid legal footing risk losing them, says David Guin.