Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions (or M&A) news.
January 14, 2025
Advisor360 Acquires Generative AI Tech DeveloperThe acquisition of Boston-based Parrot AI enables advisors to record, transcribe and summarize meetings.
January 09, 2025
Mariner to Buy $292B Cardinal Investment AdvisorsThe deal will more than double Mariner’s assets under advisement to $550 billion within the next three months.
January 08, 2025
Ex-Merrill Wealth Head John Thiel Launches RIAThe firm, Indivisible Partners, is already adding a $640 million advisory practice in New York.
January 08, 2025
Fisher Investments Completes $3B Minority Stake SaleNew backers include Advent International and a wholly owned subsidiary of the Abu Dhabi Investment Authority.
January 06, 2025
Dynasty Names Raymond James Exec to Head Advisor TransitionsLindsey Strawhecker is tasked with driving process improvements and technology initiatives to streamline onboarding and support.
December 27, 2024
At Edelman, M&A Is a 'Cultural Alignment,' Not a 'Conveyor Belt'The financial planning firm prioritizes integration when selectively adding RIAs, executive Suzanne van Staveren maintains.
December 26, 2024
How One RIA Unlocked Growth by Outsourcing Investment ManagementFor Michael Manning, this means he can sleep better at night while his firm nears $1 billion in assets.
December 18, 2024
Fewer RIA Leaders Are Planning for Succession. What Gives?Even as firm executives age and assets under management expand, less attention is being paid to business continuity.
December 17, 2024
Corient Acquires $8B RIA in MaineH.M. Payson and Co., a chartered trust company, manages about $1.2 billion in trust assets.
December 12, 2024
6 RIA Valuation Drivers in 2025 and BeyondThere has been a shift in the way firms are valued. Failing to understand it could tank your deal.