Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Captrust Expands in South by Adding $2B Family Office
By John ManganaroAdding Southern Wealth Management will more than double Captrust's existing tax practice, according to the firms.
June 09, 2023
Magic Johnson's Essential Lessons in LeadershipLeaders need knowledge and self-confidence, but also requires humility, empathy and, sometimes, a bit of ruthlessness.
June 07, 2023
Mercer Gains One More InvestorAltas joins the RIA's other investors: Genstar Capital, Oak Hill Capital and over 300 Mercer employees.
April 24, 2023
Has RIA Dealmaking Plateaued?Though still high by historical standards, M&A activity hit its first six-month downturn in years, DeVoe reported.
March 22, 2023
Kitces.com to Provide Educational Content to Simply Paraplanner AdvisorsThe advisors will also receive discounts on Kitces Summits and training on financial planning software.
March 13, 2023
9 Reasons RIAs Should Seek Organic Growth Now: DeVoeGrowing organically is especially important after RIA deal activity slowed in Q1, says David DeVoe.
March 13, 2023
10 Simple Ways to Ask for BusinessBringing up business with friends or prospects doesn't have to be complicated or time-consuming.
January 27, 2023
Skip Schweiss: 2023 Is the Year of the TAMPLast year's market turmoil led even hesitant advisors to consider the benefits of outsourced investment management, Schweiss says.