Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Pathstone to Acquire $45B UHNW Specialist Firm Hall Capital
By John ManganaroThe deal will bring Pathstone's total AUM to nearly $100 billion.
October 11, 2024
4 Keys to Succession PlanningThe financial advice industry remains largely unprepared for exits, planned or otherwise.
October 08, 2024
Dynasty Adds BlackRock, JPMorgan as Strategic InvestorsSchwab, an existing investor, added more capital.
October 07, 2024
MAI Capital Adds $1.2B Fee-Only Advisor TeamThe acquisition is MAI Capital's 40th since 2018 and its eighth of 2024.
October 04, 2024
LPL Closes Acquisition of Atria Wealth SolutionsThe firm said it expects to meet or exceed its 80% advisor retention goal.
October 01, 2024
Orion Introduces Capital Group ETF PortfoliosThe model portfolios are available via Orion Portfolio Solutions and on Brinker Capital's platform.
September 30, 2024
Private Equity Firm TPG Takes 'Significant' Minority Stake in Creative PlanningPeter Mallouk will continue to lead the business and keep his majority stake.
September 27, 2024
Private Equity Firm TPG Takes Minority Stake in Homrich BergThe deal aims to build upon the success of HB's 2021 minority equity partnership with New Mountain Capital.