M&A
M&A
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The No. 13 IBD has added 183 advisors through its recruiting efforts in the past two years.
March 19 -
The newly merged practice became the seventh largest at the No. 18 IBD.
March 15 -
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The deal is only the first step in a major growth plan, according to the acquiring firm’s founder.
March 13 -
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Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.
March 12 -
The math works: Banks get a boost to their growth plans, while independent advisors get one more option for their succession planning.
March 9 -
Two Securities Service Network advisors have purchased 15 firms over a decade, and they plan to buy several more this year.
March 8 -
"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.
March 7 -
The private equity-owned RIA beat out 40 other suitors.
March 5 -
The big questions firm owners should be asking in a booming M&A market.
March 4 -
After acquiring four firms’ assets, the industry giant still faces big challenges ahead.
March 2 -
Focus Financial adds a $4 billion wealth management firm to its expanding roster.
February 27 -
The IBD network has retained Goldman Sachs for a structural review that could have major implications.
February 26 -
The 110-year-old wealth management firm intends to expand its tax-planning services through more acquisitions.
February 23 -
The RIA boosts its platform, loses top execs and faces wary advisors.
February 22 -
An advisor who is a former ballplayer set ambitious goals for 2021 with an alternate take on the hybrid strategy.
February 22 -
The company has been in conversations with ETF Securities and Global X, say people familiar with the matter.
February 20 -
The firm is tapping a pool estimated by LPL to be as large as 1,200 brokers with $35 billion in client assets.
February 14 -
Mercer Advisors picks up where it left off last year.
February 13
















