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M&A
New IBD-to-OSJ trend? Cetera lands $820M HBW Partners
Implementation of fiduciary rule could drive more IBDs to seek safe harbor with large partners.
Mercer Advisors picks digital leader as CEO
One of the fastest growing RIAs in the industry, Mercer Advisors expands its tech expertise by bringing aboard Dave Welling, of financial software firm SS&C Technologies.
Morningstar sells HelloWallet
KeyCorp acquired the personal financial management tool for an undisclosed sum.
Addepar acquires alt investment platform
Wealth management platforms are in a steady buying spree, snapping up tech firms that can give them extra features to offer clients.
Focus adds $16.5B RIA; deal touted as largest in firm’s history
The partnership marks the second since two private equity firms infused the aggregator with capital.
Video
The ‘best tool’ for succession planning
Having gone through the lengthy and draining process, Exencial Wealth Advisors’ Michelle Scarver shares her No. 1 piece of advice for fellow planners.
Standard Life Aberdeen Plans to Cut 800 Jobs After Merger
The new company reiterated that it expects annual cost savings of about $258.6 million by the end of the third year following the merger.
AdvisorEngine strikes another tech deal
It's the second acquisition in recent months for the WisdomTree-backed platform.
RIA M&A activity hits all-time high but average AUM of sellers plunges
Sales of smaller firms dominated transactions and banks re-emerged as buyers during the first quarter.
Viewing succession plans through a new lens: growth
Firms can add clients and improve eventual purchase prices by planning for the future.
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