Dealmaking

Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.

Trusts and Estates

UBS Next Invests in Estate Planning Platform

By Jeff Berman
'It's Still Early': Bob Oros Says RIA Acquisitions Will Continue for Years

November 18, 2021

'It's Still Early': Bob Oros Says RIA Acquisitions Will Continue for Years
Mallouk's Creative Planning Hits Unplanned Milestone

November 04, 2021

Mallouk's Creative Planning Hits Unplanned Milestone
Meet the Winners: LUMINARIES in Executive Leadership, 2021 — Products, Programs & Services

October 27, 2021

Meet the Winners: LUMINARIES in Executive Leadership, 2021 — Products, Programs & Services
Meet the Winners: LUMINARIES in Executive Leadership, 2021 — People

October 27, 2021

Meet the Winners: LUMINARIES in Executive Leadership, 2021 — People
Hightower to Take a Stake in $700M Georgia RIA

October 15, 2021

Hightower to Take a Stake in $700M Georgia RIA
Schwab: Record-Breaking RIA Deal Volume Feels Like 'New Normal'

October 14, 2021

Schwab: Record-Breaking RIA Deal Volume Feels Like 'New Normal'
Raymond James Launches Succession Planning Platform

October 11, 2021

Raymond James Launches Succession Planning Platform