M&A
M&A
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Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.
January 29 -
Advisor Group set a record for its recruiting in 2017, and Securities America announced more than a dozen fourth-quarter grabs.
January 25 -
Kris Chester led two major business reorganizations in her time at Wells Fargo Bank.
January 23 -
The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.
January 18 -
Consolidators are doubling and tripling RIAs' five-year performance.
January 18 -
The combined businesses will boast approximately $3.9 billion in revenue.
January 16 -
M&A deals have picked up pace as tech firms bring more complex products to market.
January 11 -
The combination of the three practices will establish a key fiduciary advisor in the retirement planning industry.
January 10 -
The popularity of mobile-first investment apps will help automated advice mature, researchers predict.
January 10 -
'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.
January 9 -
The well-capitalized acquirer completed eight transactions in 2017.
January 9 -
The IBD’s parent has increased its investments in advisory services while other insurers exit the space.
January 9 -
Hanson McClain and Simply Money plan to leverage complementary traditional and social marketing skills in bid to build national planning firm.
January 8 -
Independent Financial Group has grabbed 14 practices with 44 advisors from NPH firms since the LPL deal.
January 3 -
The two broker-dealers have a new owner eager to grow the businesses considerably.
January 3 -
CEO Greg Friedman says the popular CRM will stay client-focused under new ownership.
January 2 -
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Capital is pouring into the RIA market, resulting in more deals, more competition and higher prices.
January 1 -
Kestra Financial’s James Poer offers advisors his three predictions for the new year.
December 22 -
The deal marks the largest acquisition for the firm year to date.
December 22

















