Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
LPL to Buy The Investment Center
By Janet LevauxThe broker-dealer and RIA has about 240 advisors who work with roughly $9 billion of client assets.
August 20, 2024
CW Advisors Buys $1.2B Fee-Only RIAThis is the firm's largest deal since kicking off its acquisition strategy in 2023 after private equity backing.
August 20, 2024
Duran's Rise Growth Makes First RIA InvestmentIt is acquiring a minority stake in Bleakley Financial, which works with nearly $10 billion in assets and is based in Fairfield, New Jersey.
August 12, 2024
Larry Swedroe Leaves Buckingham Amid Colony Group MergerThe popular investment expert and author will shift to serving a limited number of clients as a consultant.
August 05, 2024
$3.6B West Coast RIA to Join Colony GroupThe two Focus Financial affiliates are forming a combined entity with some $114 billion in assets.
August 01, 2024
Bluespring Buys $1.35B Wealth ShopThe deal with Rodgers & Associates Wealth Advisors brings the company's stable of partner firms to 27.
July 24, 2024
MarketCounsel Announces 2024 Summit PlansThe RIA-focused event, led by Brian Hamburger, takes place in December in Las Vegas.
July 08, 2024
Envestnet Nears Deal to Sell to Bain Capital: ReportThe deal values Envestnet at about $3.5 billion, sources familiar with the discussions told Reuters.