Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
AIG Agrees to More Than $7.3B in Deals With Blackstone
By Allison BellAIG says the cash will help support efforts to separate from the Life & Retirement business.
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?
June 22, 2021
What's Stopping You From Doing a Deal?The growth in firms being bought and sold continues to soar. But many RIAs just aren't ready if an offer comes their way.
June 18, 2021
Goldman Sachs' RIA Custody Unit Signs Up Steward PartnersSteward, which has 180 advisors and $23 billion in assets, also will continue to work and custody assets with Raymond James.
May 20, 2021
When's the Right Time to Launch a Partnership Program?There's no one-size-fits-all approach for deciding if a partnership program makes sense for your firm.
May 19, 2021
Edelman Financial Engines to Buy $846M RIA in the NorthwestEdelman Financial Engines is adding to its tax practice capabilities and CPA staffing with the transaction, expected to close this quarter.