Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
For a Better M&A Deal, Think Marriage, Not Auction
By John ManganaroAlaris Acquisitions CEO Allen Darby, formerly a matchmaker for United Capital, walks ThinkAdvisor through his process.
October 04, 2024
LPL Closes Acquisition of Atria Wealth SolutionsThe firm said it expects to meet or exceed its 80% advisor retention goal.
October 03, 2024
Wealth Enhancement Group Buys $2.4B Hybrid RIA in South CarolinaThe acquired firm, FinTrust Capital Advisors, specializes in advanced financial planning and tax strategies.
September 20, 2024
Cerity Partners to Merge With Venture Capital Advisory ShopThe merger with Touchdown Ventures will expand the firm's offering to corporations and businesses.
September 09, 2024
For These Dealmakers, RIA Consolidation Is a Race to ScaleIndustry leaders, at a recent summit, noted the influence of private equity in acquiring smaller firms.
September 06, 2024
The Acquirer's Big-Picture ChecklistHaving complete information is the most important aspect of advisory firm acquisitions.
September 05, 2024
BNY to Buy Archer Platform in Wealth PushThe deal should help BNY with the infrastructure for and distribution of managed accounts to financial advisors and their clients.
September 04, 2024
LPL to Buy The Investment CenterThe broker-dealer and RIA has about 240 advisors who work with roughly $9 billion of client assets.