Dealmaking

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

Building Your Business

Osaic Closes Lincoln RIA and BD Acquisition

By John Manganaro
SEIA Strikes Deal for $2B RIA in Cleveland

May 02, 2024

SEIA Strikes Deal for $2B RIA in Cleveland
Cetera's Avantax Inks Acquisition of $760M Wealth Firm

May 01, 2024

Cetera's Avantax Inks Acquisition of $760M Wealth Firm
Sanctuary Wealth Buys $12.5B RIA Platform tru Independence

May 01, 2024

Sanctuary Wealth Buys $12.5B RIA Platform tru Independence
Captrust Adopts CAIS Alternative Investment Platform

April 23, 2024

Captrust Adopts CAIS Alternative Investment Platform
RIA Deals Surged to Near Record in Q1: Echelon

April 22, 2024

RIA Deals Surged to Near Record in Q1: Echelon
Envestnet Considers Possible Sale: Report

April 17, 2024

Envestnet Considers Possible Sale: Report
Ameritas Adds Pontera's 401(k) Management Platform

April 05, 2024

Ameritas Adds Pontera's 401(k) Management Platform