Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
July 26, 2022
Captrust Adds $4B RIA Based in MissouriThe acquisition is the first Captrust's closed in 2022 and the 57th firm to join it since 2006.
July 19, 2022
6 Questions to Ask Before You Sell Your BusinessTo make this decision, be honest about your motivations; to get the best possible deal, be sure to carry out lots of due diligence.
July 17, 2022
How to Take a Client to LunchTo build relationships, try dining away from your computer. With other people.
July 08, 2022
LPL Financial to Buy 108-Year-Old FirmLPL signed a deal to buy the Private Client Group business of Boenning & Scattergood in Pennsylvania.
July 01, 2022
Buyers Still Want Life and Health Brokers: Stacy KirshnerThe Alvarez & Marsal insurance deal specialist says firms with a senior market focus are especially popular.
June 30, 2022
Ric Edelman's Digital Asset Group Offers Course to Flourish Crypto Users: Tech RoundupAlso, Advisor360° enhances its existing beneficiaries capability for advisors.
June 22, 2022
Advisor Group to Buy $40B American PortfoliosAdvisor Group CEO Jamie Price says American Portfolios Chairman and CEO Lon Dolber will stay as part of the deal.
June 14, 2022
Mariner Wealth Advisors Adds $1B RIA in PennsylvaniaCorbenic Partners, an RIA with expertise in advising franchisee owners, is Mariner's fourth acquisition this year.
May 25, 2022
6 Questions to Ask Yourself Before You Sell Your Advisory FirmAn advisor who sold his business offers practical guidance to others looking to do the same.
May 12, 2022
5 Ways Financial Advice Is Changing NowHere are the key trends to understand so you can set your practice up for growth, says the co-head of Pershing's Wealth Solutions.