Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Axos to Integrate Envestnet's Managed Account Tech
By John ManganaroThe partnership will help clients automate routine tasks like rebalancing and reporting, while expanding investment options.
October 21, 2024
Hightower Takes Majority Stake in Investment Consulting Giant NEPCBob Oros, chairman and CEO of Hightower Holding, says the acquisition of NEPC will be transformational.
October 18, 2024
Foundation Source Buys Fintech Firm Powering CharityvestThe acquisition will help the charitable giving technology provider offer a fund platform with an improved user experience.
October 16, 2024
Pathstone to Acquire $45B UHNW Specialist Firm Hall CapitalThe deal will bring Pathstone's total AUM to nearly $100 billion.
October 15, 2024
Stone Point Returns as Kestra's Top Private Equity BackerStone Point first invested in Kestra in 2016 and later sold its minority share to Oak Hill Capital.
October 14, 2024
For a Better M&A Deal, Think Marriage, Not AuctionAlaris Acquisitions CEO Allen Darby, formerly a matchmaker for United Capital, walks ThinkAdvisor through his process.
October 11, 2024
4 Keys to Succession PlanningThe financial advice industry remains largely unprepared for exits, planned or otherwise.
October 08, 2024
Dynasty Adds BlackRock, JPMorgan as Strategic InvestorsSchwab, an existing investor, added more capital.