Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
RIA Sequoia Financial Strikes Deal, Pushing Assets to $7B
By Jeff BermanThe merged Ohio firms will operate under the Sequoia name in Colombus and have about 110 employees.
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.
April 13, 2021
Journey Strategic Wealth Expands, Opens San Francisco OfficeThe Summit, New Jersey-based firm has added the first advisor team under its new RIA partnership business model.
April 12, 2021
RIA Integrated Partners Added Over $600M in Assets During Q1Advisor Mark Mitamura and his team are among the latest recruits added to RIA Integrated Partners.
April 02, 2021
Onramp Invest to Beta-Test Its Crypto Platform This MonthCEO Tyrone Ross says his company is partnering with firms including WisdomTree.
April 02, 2021
Rockefeller Nabs $630M Wealth Team From UBSSan Antonio-based Adapt Partners is the 50th team to join Rockefeller's Private Wealth Management network.
March 30, 2021
Ameriprise Adds $7B Credit Union to Its BD PlatformThe credit union established a wealth management program with five financial advisors.
March 19, 2021
Warburg Pincus Buys Stake in Edelman Financial EnginesThe investment values the company at $7.3 billion.