M&A
M&A
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After a fourth-quarter slowdown, deal-making resumed with a vengeance in January.
February 2 -
More than $34 billion in client assets moved into the No. 1 IBD’s fold in the first part of the acquisition.
February 2 -
Life Brokerage Financial has 80 advisors and 40 full-time staff and will join the firm next month.
January 30 -
The Private Ocean co-founder, also known for founding software company Junxure, calls Lakeview a "perfect fit."
January 29 -
Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.
January 29 -
Advisor Group set a record for its recruiting in 2017, and Securities America announced more than a dozen fourth-quarter grabs.
January 25 -
Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.
January 23 -
The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.
January 18 -
Consolidators are doubling and tripling RIAs' five-year performance.
January 18 -
The combined businesses will boast approximately $3.9 billion in revenue.
January 16