M&A
M&A
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RIAs are anxious to acquire assets, according to a new survey, and smaller firms are a prime target.
March 21 -
The former Aspiriant CEO joins DeVoe & Co. to launch a new transition service.
March 13 -
Mike Papedis oversaw RIA acquisitions, an increasingly important revenue source for the company.
March 10 -
The S&P 500 Media Index has surged 17% since Nov. 8, while short interest on an ETF tracking the stocks sits at the lowest in more than a year.
March 9 -
Two of its Royal Alliance firms form a $2.5 billion powerhouse.
March 8 -
The firm sold 100% of ownership interests in its asset management and family office units.
March 7 -
First Midwest Bank's acquisition of $550M Chicago-based RIA is the latest in a string of deals that banks are cutting with advisory firms to expand their wealth management businesses.
March 7 - Money Management Executive
The insurer pays $4.7 billion, aiming to cut costs, improve earnings and attract new clients.
March 6 -
The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.
March 1 -
The bank plans to acquire a Cincinnati insurance agency as part of an initiative to increase fee income and boost insurance services.
February 27