Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Mariner Wealth to Buy $500M Pittsburgh RIA
By Jeff BermanThe acquisition of Commonwealth Advisory Group, Mariner's fourth announced purchase this summer, is expected to close Aug. 31.
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.
July 15, 2021
AIG Agrees to More Than $7.3B in Deals With BlackstoneAIG says the cash will help support efforts to separate from the Life & Retirement business.
July 15, 2021
RIA Deal Activity Cools in Q2Deals are down from a strong first quarter, but 2021 is on track to exceed last year, according to DeVoe & Co. and Echelon Partners.
July 08, 2021
Wealth Enhancement Group Nabs $1.04B RIA in Los AngelesThe transaction is the firm's second Southern California acquisition, following Pillar Pacific in June.
July 02, 2021
Focus Financial to Add $3B in AUM With 3 New AcquisitionsThe RIA aggregator added teams in Arizona, Maryland and New York.
June 25, 2021
Jamie Hopkins: How a Capital Gains Tax Hike Will Affect AdvisorsThe proposed tax increase will have a major impact on advisors who plan to sell their firms, Carson Group's managing partner of wealth solutions says.
June 25, 2021
The Dark Side of Technology ConsolidationWhat can firms learn from Riskalyze's recent (and then retracted) marketing campaign, which zeroed in on its competitors?