Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
How to Maintain RIA Independence Amid a Wave of Consolidation
By John ManganaroNew 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 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.
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.