Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
LPL's Steinmeier: Why We Bought Atria and What's Next
By Victoria ZhuangLPL had been courting Atria for some time and finally found its opening last year, the executive says.
February 01, 2024
Mariner Wealth Buys 2 Firms With $100BWith its acquisition of AndCo Consulting and Fourth Street Performance Partners, Mariner will launch an institutional channel.
January 25, 2024
Schwab-TD Ameritrade Antitrust Suit Lives OnThe judge has set several deadlines in the case for this year and next.
January 25, 2024
The Best Successor Is Right There, If You Know How to LookIt's not about the "perfect advisor." It's someone who wants to join your team and boost your business.
January 25, 2024
Advisor M&A Fell in 2023: Why DeVoe Says It's No Big DealRIA deal closings declined for the first time in a decade, DeVoe & Co. reported.
January 25, 2024
Cetera Takes Stake in $2.8B Wealth FirmThe investment is the 13th by the financial services provider in an advisory firm over the past year.
January 24, 2024
Carson Group Picks Up 31 Firms, $3.6B in 2023The RIA now works with $33 billion in AUM and over 140 advisory firms.
January 18, 2024
Abundance of Retiring Advisors Means Growth Opportunities"There's an overwhelming need for advisors to pick up some of these practices," says Gateway Financial's David Wood.