Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
CI Financial to Go Private in Deal With Abu Dhabi Sovereign Wealth Affiliate
By Dinah Wisenberg BrinThe deal values CI Financial at about $15 billion.
November 07, 2024
Family Office Rolls Out New Tax Overlay ProgramThe Aris Investing tools will help Callan's partners make personalized, tax-aware trading decisions for wealthy client portfolios.
November 05, 2024
October Broke RIA Deal Record: DeVoeThe surge in mergers and acquisitions is a notable spike following nearly three years of more muted activity.
November 04, 2024
Axos to Integrate Envestnet's Managed Account TechThe partnership will help clients automate routine tasks like rebalancing and reporting, while expanding investment options.
October 30, 2024
UBS Wants to Buy a U.S. Wealth Manager: ChairmanThe firm is the biggest global wealth manager but lags its peers in the U.S., where it has struggled to scale its business model.
October 24, 2024
Modern Wealth Management Buys $1.4B Petso FinancialThe acquisition is Modern Wealth's 11th to date and its sixth of the year.
October 21, 2024
Hightower Takes Majority Stake in Investment Consulting Giant NEPCBob Oros, chairman and CEO of Hightower Holding, says the acquisition of NEPC will be transformational.
October 18, 2024
Foundation Source Buys Fintech Firm Powering CharityvestThe acquisition will help the charitable giving technology provider offer a fund platform with an improved user experience.