Displaying 475 results
Mercer acquires $230 million wealth management firm
Houston-based Republic Wealth Advisors will add to Mercer's presence in Texas.
HighTower could double M&A in 2020 and soon hit $100 billion in assets: Oros
CEO believes the firm could double the half-dozen deals it has closed or initiated this year.
Creative Planning to acquire $300M RIA
Creative Planning to acquire $300 million Hogan Financial Firm founded by Paula Hogan is based in Milwaukee, Wis.
What will happen to the little RIA when Schwab acquires TD Ameritrade?
Deals by giants often overlook the little guy.
Charles Schwab to buy TD Ameritrade
Deal announced Monday will bring Schwab another 12 million client accounts, $1.3 trillion in assets and roughly $5 billion a year in revenue.
Charles Schwab to buy TD Ameritrade for $26 billion, reports say
Deal would create a company with roughly $5 trillion in combined assets.
RetireOne insurance platform buys EF Legacy Securities
Edelman Financial Engines sells its Kentucky-based broker-dealer unit.
Ladenburg Thalmann looking for a buyer
But the network's 4,400 financial advisers are in the dark about the details
HighTower growth strategy shows no fear of buying high
The $71 billion RIA consolidator acquires its fourth $1-billion-plus firm this year.
Allworth Financial acquires $2.8 billion RIA
PE-backed Allworth reaches $7.5 billion under management as it marks its fifth deal this year
Is the 401(k) adviser M&A market about to cool down?
The market is hot, but the balance could shift if too many advisers seek a buyer.
Sell but stay, and watch your business grow
Joining up with an RIA consolidator allows you to spend your energy on the tasks you enjoy.
Captrust strikes again, buys $1.5 billion RIA
Boston Advisors sells its financial advisory business to the big-time buyer of RIAs.
Voya retirement chief talks M&A, fee pressure and emerging 401(k) fraud
Charlie Nelson oversees one of the largest retirement-plan record-keeping operations.
Robertson Stephens acquires Blue Blaze Financial
New Jersey-based firm brings $200 million in assets.
Hub to buy $40 billion LPL branch Global Retirement Partners
The deal would make the insurance brokerage one of the largest retirement-focused aggregator firms
California-based RIA acquires $200 million RIA
Personal Financial Consultants adds $200 million in assets to $4.4 billion EP Wealth Advisors
Succession planning where the adviser keeps working?
'Sell and stay' is a strategy that can help advisers focus on what they care most about doing in later years.
Fidelity custody business hooks up with lender to finance RIAs
The custodian's RIA clients will get discounted origination fees as part of the alliance with Merchant Investment Management
Lessons learned from 21 deals
Dave Barton of Mercer Advisors talks about pricing, deal terms, timelines and other aspects of RIA transactions
