Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Orion to Acquire Portfolio Stress-Testing Platform
By Jeff BermanThe platform, HiddenLevers, is a rival of the popular risk management platform Riskalyze.
March 03, 2021
Two Impact Investing RIAs to MergeRachel Robasciotti and Maya Philipson will join Abacus Wealth as director of advocacy engagement and strategic advisor, respectively.
March 02, 2021
Invesco Combines 5 Advice Solutions Under Intelliflo Brand NameThe company had acquired all five of the businesses in recent years.
February 23, 2021
How M&A 'Merge-Ins' Can Enhance RIA DealsThis option can benefit both buyers and sellers.
February 12, 2021
RIA Dealmakers Start Year With a Bang: FidelityThe number of deals announced in January, and the AUM involved, set a record.
February 11, 2021
Lockton Acquires Agency That Serves Advisors: DealsIntegrity Marketing acquired a life distributor. RGA agreed to buy a U.K. life insurer.
February 10, 2021
Big BDs Keep Getting Bigger as Small Firms Merge or ExitThe wave will continue as the advantages of size keep growing, Cerulli analyst Michael Rose says.
January 21, 2021
Large RIAs Drive M&A Tied to Record $500B in Assets in 2020: ReportDeals are a "bit like Hotel California," Hightower CEO Bob Oros told Devoe & Co., alluding to the lyrics of the popular Eagles' tune: "You can check out any time you like, but you can never leave."