Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
The Best Successor Is Right There, If You Know How to Look
By Dan KreuterIt's not about the "perfect advisor." It's someone who wants to join your team and boost your business.
January 24, 2024
Carson Group Picks Up 31 Firms, $3.6B in 2023The RIA now works with $33 billion in AUM and over 140 advisory firms.
January 18, 2024
Abundance of Retiring Advisors Means Growth Opportunities"There's an overwhelming need for advisors to pick up some of these practices," says Gateway Financial's David Wood.
January 18, 2024
Osaic Added $22B in Assets in 2023While that's down sharply from 2022, the firm plans to add $108 billion from the Lincoln acquisition.
January 10, 2024
Hightower Invests in $3B Wealth Manager in New YorkCapital Management Group is the fifth formerly IBD-affiliated firm that Hightower has brought into its network.
January 04, 2024
Mercer Advisors Buys Colorado Wealth FirmIt's scooping up Transitions Wealth Management, which was founded by CPAs and now has $465 million in AUM.
January 02, 2024
Mariner Acquires California Wealth PlannerConfluence Financial Planning, based in Sacramento, had $360 million in AUM.
December 28, 2023
Wealth Enhancement Group Buys Georgia RIAThe deal with Foundational Wealth is the firm's 17th acquisition of 2023 and brings it a third office in Georgia.