Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
CI Financial to Buy $5.1B RIA in San Diego
By Jeff BermanThe Dowling & Yahnke acquisition will give CI its first San Diego location and is expected to more than double the Canadian firm's assets in Southern California.
May 03, 2021
Sanctuary Wealth Scores 'Biggest Win to Date' in Recruiting $1.5B Merrill TeamQuorum Private Wealth had operated as the Barry & Milligan Group at Merrill.
April 22, 2021
UBS Nabs $5B JPMorgan Team in South FloridaThe wirehouse also picks up a team from JPMorgan in Kenwood, Ohio.
April 22, 2021
Advisor Group Rolls Out Next-Gen, Business Growth ProgramsMeanwhile, Ladenburg Thalmann Asset Management CEO Philip Blancato has taken on an additional role.
April 20, 2021
RIA Sequoia Financial Strikes Deal, Pushing Assets to $7BThe merged Ohio firms will operate under the Sequoia name in Colombus and have about 110 employees.
April 19, 2021
Janney Picks Up $1.35B Team From MerrillMeredith Lindung Wealth Management is based in Towson, Maryland, and led by three brokers previously registered with Merrill.
April 19, 2021
LPL Grabs Team of 20 From Advisor GroupWalnut Beech Advisors has offices in Rochester, Michigan, and Long Beach, New York; it plans to expand its tax services.
April 13, 2021
IQ-EQ to Acquire $1.9B Private Wealth Firm in South DakotaThe purchase of Concord Trust Co. is part of the Luxembourg-based firm's U.S. growth strategy.