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M&A
Armed with hefty new war chest, Mariner vows M&A comeback
The sale of an asset management firm gives Mariner a capital source to buy RIAs. Lots of them.
Following LPL deal, Woodbury Financial poaches $435M National Planning firm
The team marks at least the second to opt for a smaller IBD over the nation’s largest.
After LPL deal, $1.3B National Planning firm bolts for Commonwealth
The move marks the latest in a frenzied period one recruiter describes as “a feast.”
Private equity 'very destabilizing’ to advisory firms?
Independent firms need capital, but some top executives question private equity's benefits.
RIA M&A poised to shatter record for deals
The number of transactions is expected to increase over 20% from 2016.
New $11B RIA aggregator tries divide-and-conquer M&A approach
Wealth Partners Capital Group's strategy uses a triumvirate, multi-regional method to buying firms.
Tiedemann buys Threshold in blockbuster UHNW deal
The acquisition gives Tiedemann $11 billion in AUM, impact investing expertise and a presence in the Northwest.
Personal Capital CEO opens up about IPOs, M&A and white knights
Chief executive Jay Shah says a public offering will happen, "when the time is right."
HighTower M&A deal may hinge on retention package
An acquisition may pivot on making sure the RIA's nearly 200 advisors stick around after a deal closes.
IBD and wirehouse ‘dinosaurs’ fighting for survival
As RIAs and regulations reshape the industry, the concern is real, a new Cerulli report says.
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