Deal strengthens ties between the insurers and supports long-term growth strategy.
In a record-breaking year for M&A, the pressure is on businesses to seize the moment, but it might not always be the right deal, warns Schwab's Head of Client Consulting.
Creative Planning's subsidiary United Capital has also landed a $4 billion planning firm, while a $1 billion-plus firm joins LA-headquartered Lido Advisors in the East Coast.
The newly formed $580 billion RIA giant expands its footprint in the Tri-State area, acquiring a boutique firm focused on personalized financial planning.
Acquired firm will be folded into World branch Boston Harbor Wealth Advisors.
The deal positions Brighthouse for continued growth as it maintains leadership in variable annuities, as well as a potential competitive edge in 401(k) plans.
Wealth Enhancement is also building on its recent 100-partner milestone, while RFG Advisory adds a $340 million Arizona RIA to its platform.
The AI-powered deal consultancy's new Buyer Portal promises to put transparency and compatibility ahead of costly bidding wars.
Bluespring also secured its eighth acquisition for 2025, a $1.4 billion Kestra affiliate firm, while $609B behemoth Mariner extended its footprint.
Counting another deal in Massachusetts, the $26 billion RIA has just added more than $5 billion in assets, matching its full-2024 total.
US firm is also reported to be in talks to buy a stake in an Indian mutual fund.
Elsewhere, &Partners adds another Wells Fargo team in Texas, while MAI finalizes its acquisition of Evoke Advisors in LA.
The deal marks AssetMark’s eighth acquisition since 2014 as the $158 billion firm continues to build scale in the RIA channel.
The Wall Street giant’s newest deal, the first under CEO Ted Pick, signals a push to connect clients with private company shares and deepen relationships with high-growth firms.
New data show a 300-deal year comfortably in the cards as private equity, mid-size sellers, and sub-acquisitions emerge as key drivers.
CEO says the firm's national footprint is taking shape with a pipeline of mid-sized RIA acquisitions fueled by Joe Duran's Rise Growth Partners.
Which sectors have the potential to deliver returns to investors through increased scale?
RIA's latest acquisition boosts Southeast expansion and advisor capabilities.
The $30 billion Overland Park, Kansas-based RIA brings on a Texas tax advisory firm, further integrating services for clients nationwide.
The St. Louis-based RIA joins a select group of firms partnering with Rise as minority staking deals surge across the broader industry.
