Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
How Janus Henderson's New Boss Plans to Stem Outflows
By Loukia Gyftopoulou and Silla BrushJanus CEO Ali Dibadj seeks a turnaround after clients pulled about $130 billion since 2017.
February 16, 2023
Dynasty Financial Partners to Buy Breakaway Consultant TruClarityPamela Stross, TruClarity CEO and president, plans to join Dynasty as a consultant after the transaction is completed.
February 15, 2023
Mariner Wealth Adds Arizona Tax PracticeThe acquisition of Hopkins Tameron Hostal enhances Mariner's "mission of providing clients with 360° wealth advice," it says.
February 09, 2023
Build, Buy or Partner: What's the Best Way for Advisors to Scale?DeVoe & Co.'s Doug Johnson and Alera Group's Tina Hohman discuss how to provide the services clients demand.
February 09, 2023
Cetera Takes Minority Stake in $1.7B FirmThe BD/RIA has made a strategic investment in Overland Park, Kansas-based Prosperity Advisors.
February 06, 2023
United Advisor Group Launches as RIA AggregatorThe new firm has selected Goldman Sachs Advisor Solutions as its custodian.
February 03, 2023
Merger to Create $73B Alternative Investment FirmFS Investments and Portfolio Advisors did not immediately disclose the financial terms of their deal.
February 02, 2023
Focus Financial Mulls $4B Offer From PE FirmClayton Dubilier & Rice wants to take Focus private for $53 per share in cash.