Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
December 05, 2022
4 Questions to Ask About Alternative Investments and Wealth ToolsAs more advisors turn to alternatives, how can they best combine their clients' investment and financial planning information?
November 29, 2022
CFPs Providing Pro Bono Services Set to Increase by 10%, CFP Board Says"Expanding access to competent and ethical financial planners is a top strategic priority for CFP Board," said CEO Kevin Keller,
November 07, 2022
10 Mistakes That Tank Your Credibility With Wealthy ProspectsWhen running with the big dogs, be careful not to lose touch with reality.
October 24, 2022
Cetera Takes Minority Stake in $2.5B FirmCetera has made an unspecified investment in CCR Wealth Management, based in the Boston area.
October 24, 2022
How to Maintain RIA Independence Amid a Wave of ConsolidationNew client demands, lower trading revenue and a search for economies of scale have triggered increased M&A, but not all firms aim to sell.
September 07, 2022
Death of UBS-Wealthfront Deal Isn't All About the MoneyUBS never attempted to justify the valuation, nor is it suddenly in need of conserving cash.
September 07, 2022
Sun Life Takes Aim at Wealthy U.S. Clients With Advisors Asset Management DealWith the deal expected to be completed in early 2023, products may be ready for sale in the first half of the year.
September 06, 2022
UBS-Wealthfront Deal Puzzled Many From the StartThe $1.4 billion deal was "doomed from the get-go," Nexus Strategy CEO Tim Welsh says.
August 24, 2022
AmeriLife Opens Two Career Agency Offices: The GameboardAcquisitions have dominated recent distribution footprint announcements.
August 18, 2022
Reverence to Take Stake in $16B RIA SEIAAdvisor Group will also make an investment to "support the next phase of SEIA's growth," the companies say.