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When it comes to RIA custody, how big is too big?
The DOJ’s antitrust squad has its eye on the RIA landscape, focusing on the Schwab-TD combo. The merger of these two companies may be too formidable to pass muster
Mercer acquires $350 million First Ohio Planning
RIA based in Columbus, Ohio, serves 280 households with staff of five
Creative Planning’s latest acquisition feeds record-setting merger activity
The $48 billion RIA adds another $618 million with Stratford Consulting deal
Franklin Templeton unit to acquire $6 billion Athena Capital Advisors
Massachusetts-based RIA will become part of Fiduciary Trust Co. International
Judge throws out suit that aimed to block Schwab acquisition
RIA BlackCrown violated procedure by filing antitrust lawsuit without attorney
Private equity is starting 2020 with more cash than ever
The level of unspent capital suggests M&A activity this year could be on a scale not seen since the financial crisis
FS Investments to acquire $1.8 million boutique firm
Specialist in multi-asset investing has three funds and $1.8 billion in AUM
RIA M&A in 2020 to look a lot like 2019: Fidelity’s Canter
This year will close with about 200 large RIA deals, a number that will probably be reached in 2020 as well.
Hybrid firm acquires $280 million RIA
NorthView Asset Management in Austin, Texas, is first Sanctuary Wealth's first acquisition.
Advent Software to buy Black Diamond Performance Reporting
In a move that should shake up the staid portfolio management and performance reporting segment of the advisory…
