M&A
M&A
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The two firms' boosts came amid equity headwinds — and both wealth management units now have nearly 4,400 financial advisors.
May 13 -
Jamie Price and incoming majority owner Reverence promise more of the same for the 6,500-advisor IBD network.
May 13 -
Reverence Capital Partners agreed to buy 75% of the 6,500-advisor IBD network from the ownership team that purchased it in 2016.
May 9 -
The aggregator introduces banking services and says it will continue to acquire new firms.
May 9 -
The RIA practice with $575 million in AUM joined four teams of similar size who have signed on in the past year.
May 8 -
The rebranded RIA, formerly HPM Partners, makes its first acquisition since merging with Blue Prairie Group.
May 7 -
The fast-growing Chicago firm now nearly $4 billion in AUM.
May 3 -
With an eye on a future sale, the $48B RIA wants to build enterprise value.
May 1 -
The discussions, which have since been abandoned, centered on a REIT with a market value of $2 billion, according to people familiar with the matter.
April 29 -
The firm is looking at a range of “different opportunities” for potential wealth management deals, CEO Jim Cracchiolo says.
April 25