Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Raymond James Is Spending $500M on Tech in 2022, CEO Says
By Jeff BermanCEO Paul Reilly also talked to ThinkAdvisor about advisors' biggest worries and how the firm would handle a recession.
May 05, 2022
Orion Adds Behavioral Finance to Financial Planning Platform: Tech RoundupAlso, Envestnet enhances its financial wellness ecosystem with new tech updates.
April 28, 2022
Why Half of Mercer's 500 Advisors Are WomenCEO Dave Welling also discusses the biggest challenge for RIAs and why he finds the term "rollup" objectionable.
April 20, 2022
'The Stars Aligned': Orion-Redtail Deal Was Years in the Making"I used to lose sleep over the thought of this transaction going in a different direction," the CEO says.
April 14, 2022
How Advisors Can Get a 'Leg Up' Now: Gabe GarciaMentors like Mark Tibergien have taught him how to go beyond business metrics and "elevate the profession," he says.
April 08, 2022
Creative Planning Announces 3 More RIA DealsThe latest announced acquisition for the firm is Illinois-based Heritage Way Advisors, with $450 million in AUM.
March 31, 2022
CI Financial Scoops Up $11.4B Eaton Vance Wealth Business From Morgan StanleyThe deal expands the firm's Boston presence and brings CI Private Wealth assets in the U.S. to $133 billion.
March 30, 2022
Creative Planning Buys Silicon Valley RIA Serving Tech ExecsEmery Howard manages over $1.8 billion and is located in Creative Planning's fastest-growing U.S. market, CEO Peter Mallouk says.