M&A
M&A
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The IPO price was lowered, but long-term performance is considered key.
July 26 -
Wealth Enhancement Group would grow to nearly 70 advisors nationwide under its second major purchase of the year.
July 25 -
The strategic buyer, one of the industry's largest, snags a $1B RIA for its first deal of the year.
July 24 -
Mapping out their cash flow and identifying existing and potential problem areas are good places to start.
July 24 -
Money pouring into the advisory business is making one prominent banker nervous.
July 22 -
Ron Carson’s firm and other major practices within the IBD network praise its choice of a new PE backer.
July 20 -
The long-standing feud between founder Mark Hurley and majority owner Emigrant Bank has reached the boiling point.
July 18 -
The owner of RIA aggregator Mercer Advisors has pledged to maintain the IBD network’s current structure under the deal.
July 17 -
The best time to get hired to manage a billionaire’s money is while your firm is helping to create that fortune.
July 11 -
The practice has grown rapidly, but it now faces a major decision about its IBD plans following the announcement of Advisor Group’s acquisition.
July 9 -
The combined amount across the top 10 firms has jumped 37% to $385.3 million over the past three years.
July 9 -
Experts cite a variety of reasons for the industry’s grim jobs forecast for advisors, but the data reveals much more complexity.
July 2 -
The firm plans to double in size in the next three years.
June 29 -
The move to acquire the No. 16 firm from John Hancock reflects the acceleration of industry trends and a potential giant in the making.
June 25 -
The No. 1 IBD’s top recruiting executive announced his retirement after the firm disclosed some mixed recent results.
June 25 -
A frenzied M&A market means owners are getting full payment for acquired firms sooner.
June 22 -
SmartAsset provides personal finance information and tools to over 45 million users per month, says the firm.
June 22 -
Royal Alliance Associates will absorb the firm following the deal, which would push the network’s headcount above 6,800 advisors.
June 21 -
Securities America and Atria Wealth Solutions hired recruiting and operational heads from Ameriprise and Cetera.
June 20 -
Even countries with solid prospects for growth and debt financing haven’t been immune to the selloff.
June 20
















