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Not ready to retire? Consider the sell-and-stay approach
If RIA founder/owners want to keep working but worry the red-hot M&A market will run out of steam, there's a third option
Mercer acquires $350 million First Ohio Planning
RIA based in Columbus, Ohio, serves 280 households with staff of five
Perigon, RLP merge to create $1.8 billion RIA
The combined firm, headquartered in San Francisco, will operate under the Perigon name
ETrade growth plan sends mixed messages
After a disappointing fourth quarter, the company's focus is on capturing RIAs leaving Schwab and TD
Free trading hits TD hard
On the flip side, while profits are down, TD Ameritrade's trading volume has spiked to levels the company has never seen before
M&A in 2019 hits record for RIAs, but many sellers overvalue firms
The number of deals increased by more than 30% last year, and it's a seller's market
Franklin Templeton’s private client group to buy $4.7 billion wealth management shop
Fiduciary Trust Co. International to buy The Pennsylvania Trust Co.
Orion sales rumors continue
Barron's reports private equity owner is seeking nearly $2 billion
Miracle Mile Advisors hires team from Payden & Rygel
Trio managed $2 billion for small and mid-sized institutions
Cerity Partners acquires $3 billion EMM Wealth
The addition of the New York-based RIA brings Cerity's AUM to $26 billion
Visa acquiring data aggregation fintech startup Plaid for $5.3 billion
Plaid connects fintech startups like Betterment and Acorns with traditional banks
More consolidation coming in online brokerage market
Firms need large cash on hand to make up lost commission revenue
M&A in the RIA space rides to another record year
Access to capital and a flood of quality buyers are seen driving the trend
Mercer acquires $140 million RIA CCP
The staff of CCP will join an existing Mercer office in Chicago
Envestnet acquires stake in Dynasty Financial Partners
The partnership will make Dynasty's business development services available to advisers on Envestnet's platform
Chicago-area RIAs combine to create $8 billion advisory firm
Savant Capital Management is acquiring Huber Financial Advisors
Blucora to acquire $4.4 billion RIA based in Iowa
Parent of the former HD Vest specializes in tax-oriented wealth management
Former Ladenburg chairman files suit to stop Advisor Group merger
Phillip Frost seeks monetary damages, a halt to the merger and the cancellation of the 2018 transaction
Pennsylvania RIA acquires $200 million RIA
EHD Advisory Services was formerly affiliated with EHD Insurance in Lancaster, Pa.
HighTower could double M&A in 2020 and soon hit $100 billion in assets: Oros
CEO believes firm could double the half-dozen deals it has closed or initiated this year
