Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
May 20, 2021
When's the Right Time to Launch a Partnership Program?There's no one-size-fits-all approach for deciding if a partnership program makes sense for your firm.
May 19, 2021
Edelman Financial Engines to Buy $846M RIA in the NorthwestEdelman Financial Engines is adding to its tax practice capabilities and CPA staffing with the transaction, expected to close this quarter.
May 10, 2021
CI Financial to Buy $5.1B RIA in San DiegoThe Dowling & Yahnke acquisition will give CI its first San Diego location and is expected to more than double the Canadian firm's assets in Southern California.
May 06, 2021
Cadaret Grant Adds $2B OSJThe Ohio-based Cedar Brook Group, which has 20 licensed financial professionals, has joined the Atria subsidiary.
May 05, 2021
Raymond James Nabs $1.08B Advisor Team From UBSThe Silver Liberatore Group joins Raymond James in Deer Park, Illinois.
May 03, 2021
Sanctuary Wealth Scores 'Biggest Win to Date' in Recruiting $1.5B Merrill TeamQuorum Private Wealth had operated as the Barry & Milligan Group at Merrill.
April 22, 2021
UBS Nabs $5B JPMorgan Team in South FloridaThe wirehouse also picks up a team from JPMorgan in Kenwood, Ohio.
April 22, 2021
Advisor Group Rolls Out Next-Gen, Business Growth ProgramsMeanwhile, Ladenburg Thalmann Asset Management CEO Philip Blancato has taken on an additional role.
April 20, 2021
RIA Sequoia Financial Strikes Deal, Pushing Assets to $7BThe merged Ohio firms will operate under the Sequoia name in Colombus and have about 110 employees.
April 19, 2021
Janney Picks Up $1.35B Team From MerrillMeredith Lindung Wealth Management is based in Towson, Maryland, and led by three brokers previously registered with Merrill.