Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Warburg Pincus Buys Stake in Edelman Financial Engines
By Melanie WaddellThe investment values the company at $7.3 billion.
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.