Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions (or M&A) news.
April 22, 2024
RIA Deals Surged to Near Record in Q1: EchelonThe 90 announced transactions represented a year-over-year increase of 20%, a new report says.
April 02, 2024
iCapital Scoops Up MiradorThe acquisition means the alternative investments platform can expand its data management and performance reporting capabilities.
March 28, 2024
Using a Partial Book Sale to Gradually Step AwayThe transition for advisor David Workman and his practice draws on a new LPL program.
March 05, 2024
Mercer Nabs $2.5B UHNW GroupMDK Private Wealth provides services like private banking, aviation and boat advisory work, as well as executive planning.
February 29, 2024
The Trends Driving 2024 RIA Dealmaking, in 5 ChartsThe next-gen talent shortage is starting to hit hard, DeVoe & Co. finds.
February 23, 2024
LPL Snaps Up $16B in Wintrust AssetsThe IBD will also move about 85 advisors onto its Institution Services platforms.
February 21, 2024
Advisors Face Enhanced Reporting of Say-on-Pay VotesCertain investment managers are subject to filing an annual form disclosing proxy votes related to executive compensation.
February 20, 2024
RIA Deals Rebounded in Back Half of 2023: EchelonThe wealth management sector's strong fundamentals sparked the M&A revival, according to the investment bank.
February 15, 2024
Burt White: 'If We Lose the Humanity, We're Toast'Carson Group is looking to the future and has big M&A plans, the exec tells ThinkAdvisor.
February 14, 2024
LPL's Steinmeier: Why We Bought Atria and What's NextLPL had been courting Atria for some time and finally found its opening last year, the executive says.