Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
6 RIA Valuation Drivers in 2025 and Beyond
By Dan KreuterThere has been a shift in the way firms are valued. Failing to understand it could tank your deal.
December 11, 2024
3 Best Practices to Position an RIA for SaleEnsuring that the firm is appealing to buyers while maintaining its integrity requires thoughtful preparation and strategic action.
December 09, 2024
Wealth Enhancement Group to Break From LPLAbout 10% of WEG’s nearly $97 billion in client assets are currently with the independent broker-dealer.
December 05, 2024
Mariner Adds $878M in AUM With Two AcquisitionsMariner said the acquisitions marked another step toward its 5,000-advisor growth goal.
December 04, 2024
The Evolution of Advisor M&A Deals: What to Know NowThe sophistication of buyers, sellers and the deals themselves has gone up.
December 02, 2024
Cresset Secures New BackerConstellation Wealth Capital is deploying a $150 million to help enhance Cresset’s platform, tech and recruiting capabilities.
November 27, 2024
To Sell for a Better Multiple, Put Your Firm Through Boot CampA back-to-basics review can put practices in shape to be acquired for top dollar.
November 26, 2024
Alera Adopts AI-Powered Benefits and Wealth Management PlatformThe group's retirement plan services practice has integrated new planning capabilities from Tifin at Work.