Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Journey Strategic Wealth Expands, Opens San Francisco Office
By Jeff BermanThe Summit, New Jersey-based firm has added the first advisor team under its new RIA partnership business model.
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.
February 23, 2021
How M&A 'Merge-Ins' Can Enhance RIA DealsThis option can benefit both buyers and sellers.
February 12, 2021
RIA Dealmakers Start Year With a Bang: FidelityThe number of deals announced in January, and the AUM involved, set a record.
January 21, 2021
Large RIAs Drive M&A Tied to Record $500B in Assets in 2020: ReportDeals are a "bit like Hotel California," Hightower CEO Bob Oros told Devoe & Co., alluding to the lyrics of the popular Eagles' tune: "You can check out any time you like, but you can never leave."
October 13, 2020
The 4 Personality Keys to M&A SuccessHightower worked with social scientists to develop an approach to help advisory businesses find the right cultural fit.