Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
CW Advisors Buys $1.2B Fee-Only RIA
By John ManganaroThis is the firm's largest deal since kicking off its acquisition strategy in 2023 after private equity backing.
August 14, 2024
$630M Advisor Team Joins Commonwealth From OsaicKrueger Financial Services has three advisors and is based in Tempe, Arizona.
August 05, 2024
$3.6B West Coast RIA to Join Colony GroupThe two Focus Financial affiliates are forming a combined entity with some $114 billion in assets.
August 01, 2024
Bluespring Buys $1.35B Wealth ShopThe deal with Rodgers & Associates Wealth Advisors brings the company's stable of partner firms to 27.
July 23, 2024
KKR to Buy Janney Montgomery Scott From Penn MutualJanney will become a standalone private company that will continue to operate independently.
July 19, 2024
Focus Financial to Merge Atlanta-Based Wealth Shop With Colony GroupThis and other recent deals have pushed The Colony Group's assets to about $110 billion.
July 17, 2024
World Investment Advisors Acquires $3.5B Wealth FirmThe firm formerly known as Pensionmark is adding 76 staffers and 15 offices across the Northeast and Ohio.
July 15, 2024
Osaic Revamps Retirement Income Planning ToolsThe partnership with IncomeConductor builds on the wealth management firm's NextPhase platform for advisors.