Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
6 Questions to Ask Yourself Before You Sell Your Advisory Firm
By Kelly StraubAn advisor who sold his business offers practical guidance to others looking to do the same.
May 02, 2022
Fintech Startups Vie for Funding at ScratchWorks Season 4Three finalists had 15 minutes each to win deep-pocketed investors over.
April 26, 2022
Edelman Financial Engines Nabs Goldman Exec as Its New CFOAt Goldman, Suzanne van Staveren played a key role in integrating Ayco and United Capital.
April 22, 2022
Schwab Integrates With Salesforce Financial Services CloudThe pact will enable independent advisors to access Schwab data and perform workflows directly from Salesforce's CRM platform.
April 20, 2022
'The Stars Aligned': Orion-Redtail Deal Was Years in the Making"I used to lose sleep over the thought of this transaction going in a different direction," the CEO says.
April 08, 2022
Creative Planning Announces 3 More RIA DealsThe latest announced acquisition for the firm is Illinois-based Heritage Way Advisors, with $450 million in AUM.
March 30, 2022
Creative Planning Buys Silicon Valley RIA Serving Tech ExecsEmery Howard manages over $1.8 billion and is located in Creative Planning's fastest-growing U.S. market, CEO Peter Mallouk says.
March 02, 2022
Creative Planning Buys HNW-Focused New York RIAThe Doman Group manages $400 million and has a specialty service for professional athletes and entertainers.