Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
January 21, 2021
Large RIAs Drive M&A Tied to Record $500B in Assets in 2020: ReportDeals are a "bit like Hotel California," Hightower CEO Bob Oros told Devoe & Co., alluding to the lyrics of the popular Eagles' tune: "You can check out any time you like, but you can never leave."
October 13, 2020
The 4 Personality Keys to M&A SuccessHightower worked with social scientists to develop an approach to help advisory businesses find the right cultural fit.
July 30, 2020
6 RIA M&A Trends to Watch NowHere's why deal-making in the RIA space has remained surprisingly resilient, despite the fallout from the coronavirus.
March 30, 2020
8 Skills That Make Great LeadersFocus on the abilities that cultivate strong management to grow your firm.
May 16, 2017
Insurance Distributor Dealmaking Remains Strong: ConningThe number of insurance company deals was down sharply year over year.
July 08, 2015
Health insurer acquirers get no reward for dealmakingAfter announcing a $37 billion acquisition of Humana Inc., Aetna Inc. plunged 6.4 percent on Monday, its biggest one-day drop in three years.
August 13, 2013
RIA First-Half Dealmaking at Slowest Pace Since 2008: SchwabWhy? Advisors may be more focused on organic growth than M&A right now, says Jonathan Beatty of Schwab Advisor Services.