Dealmaking

Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.

Can Envestnet 'Right the Ship' After $4.5B Bain Deal?

July 11, 2024

Can Envestnet 'Right the Ship' After $4.5B Bain Deal?
Focus Financial to Merge Two Wealth Shops in Chicago

July 05, 2024

Focus Financial to Merge Two Wealth Shops in Chicago
Fisher Investments to Spin Off 401(k) Unit in July: Report

June 26, 2024

Fisher Investments to Spin Off 401(k) Unit in July: Report
Ken Fisher's Fortune to More Than Double on Private Equity Sale

June 17, 2024

Ken Fisher's Fortune to More Than Double on Private Equity Sale
Cresset Acquires 130-Year-Old Family Office Firm in Michigan

June 07, 2024

Cresset Acquires 130-Year-Old Family Office Firm in Michigan
JPMorgan, RBC Grab Merrill Teams With $30B in Assets

May 14, 2024

JPMorgan, RBC Grab Merrill Teams With $30B in Assets
LPL Closes Acquisition of $5B Wealth Business

May 08, 2024

LPL Closes Acquisition of $5B Wealth Business
Osaic Closes Lincoln RIA and BD Acquisition

May 08, 2024

Osaic Closes Lincoln RIA and BD Acquisition
How to Lead Your Firm When It's Being Acquired

May 06, 2024

How to Lead Your Firm When It's Being Acquired
Focus Financial to Merge RIAs Buckingham, Colony Group

May 06, 2024

Focus Financial to Merge RIAs Buckingham, Colony Group