Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
5 Big Wealth Management Trends for 2022
By Timothy WelshThese important trends should be part of your strategic planning and can help position your business for success this year.
January 11, 2022
Mercer Advisors Buys $510M Florida RIAThe acquisition of Cordasco Financial Network in Naples expands Mercer's presence in Florida and the Northeast, it says.
January 10, 2022
UBS Next Invests in Estate Planning PlatformTrust & Will is the latest firm that the wirehouse's fintech initiative, created in 2020, has added to its portfolio of investments.
January 05, 2022
Mariner Wealth Snaps Up $1.3B GroupThe purchase of Granite Investment Advisors of New Hampshire was Mariner's 13th transaction of 2021.
November 23, 2021
Wealthspire to Buy $2.7B RIA Private OceanWealthspire Advisors signed a definitive deal to acquire Private Ocean, led by Greg Friedman.
November 18, 2021
'It's Still Early': Bob Oros Says RIA Acquisitions Will Continue for YearsThe Hightower CEO tells ThinkAdvisor about his ideal acquisition and why a deal shouldn't just be about the economics.
November 04, 2021
Mallouk's Creative Planning Hits Unplanned MilestoneThe firm has reached $100 billion in AUM at "a speed that surprised us," CEO Peter Mallouk tells ThinkAdvisor.
October 27, 2021
Meet the Winners: LUMINARIES in Executive Leadership, 2021 — Products, Programs & ServicesHere are the programs, products and services being honored for driving the financial industry forward.