M&A
M&A
-
Seven IBDs turn 50 this year. Here's why most of them won't survive another half-century.
October 30 -
The Wealth Enhancement Group has reached $9.7 billion in client assets under a slew of M&A deals and substantial organic growth.
October 23 -
Consolidators and large RIAs were leading buyers in the third quarter.
October 22 -
The deal is the latest consolidation in the industry, which is experiencing pressure on revenues as investors flock to low-fee, passive index and ETFs.
October 18 -
Firms who "do nothing" will be in a "precarious position," advisors are warned at a Fidelity conference.
October 17 -
The deal is Captrust's 31st purchase in the past 12 years.
October 17 -
The fast-growing Mather Group has ambitious expansion plans.
October 15 -
Allianz became the second multinational insurance firm to step away from the IBD space this year under a plan to shutter Questar Capital.
October 11 -
The private equity firm completed the largest IBD purchase of the year by acquiring the majority of the 7,700-advisor network.
October 9 -
The $6B RIA bought a neighbor but also expanded its footprint.
October 8