M&A
M&A
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"With so many buyers, it’s a good time to be a seller," according to the Nuveen/DeVoe RIA Deal Book.
May 25 -
Mercer Advisors turned to channel partners for referrals and made a valuable business-model change.
May 20 -
In an unusual move, the two veteran advisers left the independent channel to rejoin an employee broker-dealer.
May 19 -
Keeney Financial Group plans to leverage Triad affiliation to grow, firm founder says.
May 18 -
The asset management industry's involvement in the digital advice space continues to deepen, as firms focus on providing institutional solutions for advisors.
May 9 -
Sometimes it’s OK to put aside gathering more assets and building a client base, says columnist Glenn Kautt.
May 6 -
The move broadens its line of digital advice offerings to better serve a variety of clients, says Pershing Advisor Solutions CEO Mark Tibergien.
May 5 -
One of the industry's largest aggregators now has around $15B in AUM.
May 4 -
"We anticipate rapid growth within the Texas market,” says Jeff Dekko, CEO of Wealth Enhancement Group.
May 3 -
“Our growth is going to be organic,” says Raymond James Financial CEO Paul Reilly, who adds that he has “concerns” about the DoL rule.
April 27