Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Edelman Financial Engines Nabs Goldman Exec as Its New CFO
By Jeff BermanAt Goldman, Suzanne van Staveren played a key role in integrating Ayco and United Capital.
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.
February 10, 2022
Selling in the Red-Hot M&A Market: How to Maximize Your PriceThere are major differentiators that determine the price your firm can attract in the deal marketplace.
February 10, 2022
Merchant Investment Group Takes Minority Stake in $1B RIAFusion Family Wealth is a behavioral finance focused firm on Long Island.
February 08, 2022
Cetera: 1,000 Advisors Complete New Growth ProgramThe program pairs advisors with "growth partners" to help them find opportunities they may be missing.
February 07, 2022
Carson Group Tops $20B in AssetsThat's up about 32% from a year ago; Carson Group says it now has 120 partner advisory firms nationwide.