Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Selling in the Red-Hot M&A Market: How to Maximize Your Price
By Jim DicksonThere are major differentiators that determine the price your firm can attract in the deal marketplace.
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.
February 01, 2022
Hightower Takes Stake in Business Manager to the WealthyGrant Tani Barash & Altman does bill payment, tax preparation and related services for high-net-worth clients in Los Angeles and nationwide.
February 01, 2022
Creative Planning Buys Tax-Focused RIA in St. Louis MarketThe firm says it will hire more attorneys and CPAs in the region to create a tax and estate planning hub.
January 28, 2022
5 Big Wealth Management Trends for 2022These important trends should be part of your strategic planning and can help position your business for success this year.
January 14, 2022
Advisor Misconduct Rises After PE Buyouts: StudyThe RIAs that are acquired actually tend to have cleaner-than-average records before the deals, researchers find.
January 12, 2022
Mariner Wealth Advisors Adds $950M California Wealth FirmThe acquisition was Mariner's 14th deal in 2021.
January 11, 2022
Mercer Advisors Buys $510M Florida RIAThe acquisition of Cordasco Financial Network in Naples expands Mercer's presence in Florida and the Northeast, it says.