Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Mallouk's Creative Planning Hits Unplanned Milestone
By Jeff BermanThe firm has reached $100 billion in AUM at "a speed that surprised us," CEO Peter Mallouk tells ThinkAdvisor.
October 15, 2021
Hightower to Take a Stake in $700M Georgia RIAThe RIA aggregator is making an unspecified strategic investment in Bluerock Wealth Management.
October 14, 2021
Schwab: Record-Breaking RIA Deal Volume Feels Like 'New Normal'Schwab interviewed buyers and sellers on what makes an RIA deal successful; Fidelity also released data.
October 11, 2021
Raymond James Launches Succession Planning PlatformPractice Exchange is meant to be a "one-stop location for M&A tools, prospective buyer/seller matching" and other services.
August 13, 2021
Mariner Wealth to Buy $500M Pittsburgh RIAThe acquisition of Commonwealth Advisory Group, Mariner's fourth announced purchase this summer, is expected to close Aug. 31.
August 12, 2021
Wealth Enhancement Group to Buy $1.1B RIA Investor SolutionsThis will be the wealth management firm's 10th acquisition of the year.
July 21, 2021
Empower to Buy Prudential's Retirement Business for $3.55BEmpower will acquire Prudential's defined contribution, defined benefit, nonqualified and rollover IRA business.
July 20, 2021
Mariner, AdvicePeriod to Form $48.1B RIAMariner's deal to acquire AdvicePeriod follows an investment in Mariner by private equity firm Leonard Green & Partners.