Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Hightower to Take a Stake in $700M Georgia RIA
By Jeff BermanThe RIA aggregator is making an unspecified strategic investment in Bluerock Wealth Management.
October 11, 2021
Raymond James Launches Succession Planning PlatformPractice Exchange is meant to be a "one-stop location for M&A tools, prospective buyer/seller matching" and other services.
September 28, 2021
Cresset, Berman Capital to Form $20B Multifamily OfficeBerman currently manages about $4.7 billion and has offices in Atlanta and Austin, Texas.
September 27, 2021
RIA Deals for 2021 Have Already Surpassed 2020 Total: DeVoeThis makes 2021 the eighth consecutive record year of RIA M&;A activity, the firm reported.
September 23, 2021
Advisors Expect M&A Surge in Next 12 Months: NationwideAdvisors "are more bullish about M&A than we've seen in years," Nationwide's Craig Hawley says.
September 23, 2021
Envestnet | Yodlee Signs Data Access Deal With TD Bank: Tech RoundupAlso, iCapital Network is acquiring Axio Financial in a deal expected to close in the fourth quarter of this year.
September 23, 2021
New Deals, Other Efforts Lead Orion's Platform PlayThe firm's in-person conference, a welcome change, provided an inside look at innovative plans and other insights.
September 16, 2021
Morgan Stanley Targets Millions of New Customers After M&A SpreeDeals with E-Trade, Eaton Vance and others have grown the firm's base to 14 million relationships with $8 trillion in held-away assets.