Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
RIA Deals Surged to Near Record in Q1: Echelon
By Michael S. FischerThe 90 announced transactions represented a year-over-year increase of 20%, a new report says.
April 04, 2024
EP Wealth Buys $1.2B California GroupThe acquisition of Wacker Wealth Partners includes 22 employees in San Luis Obispo.
April 02, 2024
Creative Planning Buys $2.2B Wealth Manager in TexasThe deal with Maxwell Locke & Ritter Wealth Management, based in the greater Austin area, includes 18 employees.
March 29, 2024
The Best View of Closely Held Business Transactions: It's a ProcessA sale or similar liquidity event is not a one-time occurrence for either the buyer or seller.
March 27, 2024
RIA Integrated Partners Helps Accounting Firm Launch Wealth UnitThe new partnership is a direct response to the growing complexity facing advisors and clients alike.
March 25, 2024
6 Compelling Ways to Ask for the OrderHere are ideas for how to make a transaction happen.
March 20, 2024
Caprock Scoops Up $2.2B Boutique Advisory ShopThe deal with the Chicago firm brings the RIA's assets under advisement to more than $11 billion.
March 20, 2024
Focus Financial Taps Flourish for Held-Away Cash ManagementFlourish already works with several firms affiliated with Focus Financial, including Buckingham Strategic Wealth and The Colony Group.