Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
RIAs 'Must Do More to Justify Their Fees': Mariner Wealth's Bicknell
By Jeff BermanThe executive also weighs in on working at the office, what books he's reading and his favorite sport.
December 09, 2021
Captrust Buys $2.2B RIA in BostonRINET is the second firm that Captrust has bought this year with a focus on family office services.
November 29, 2021
Yearly RIA Deal Count Hits 200: DeVoeBy comparison, RIAs made 159 M&A deals in all of 2020, DeVoe & Co. reports.
November 23, 2021
Wealthspire to Buy $2.7B RIA Private OceanWealthspire Advisors signed a definitive deal to acquire Private Ocean, led by Greg Friedman.
November 23, 2021
2021 News of the YearWe review the major developments affecting financial advisors — from Wall Street to Washington — over the past 12 months.
November 19, 2021
17 Top Financial Services M&A Deals of 2021M&A action involved BDs like LPL and Raymond James and asset managers like BlackRock, Vanguard and State Street.
November 18, 2021
Thomas H. Lee Advisory Partner Buys Stake in $2B Austin RIAKent Weldon, who is also a Morgan Stanley alum, is backing an RIA led by Merrill Lynch veteran Russ Norwood.
November 18, 2021
'It's Still Early': Bob Oros Says RIA Acquisitions Will Continue for YearsThe Hightower CEO tells ThinkAdvisor about his ideal acquisition and why a deal shouldn't just be about the economics.