M&A
M&A
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Two of its Royal Alliance firms form a $2.5 billion powerhouse.
March 8 -
The firm sold 100% of ownership interests in its asset management and family office units.
March 7 -
First Midwest Bank's acquisition of $550M Chicago-based RIA is the latest in a string of deals that banks are cutting with advisory firms to expand their wealth management businesses.
March 7 - Money Management Executive
The insurer pays $4.7 billion, aiming to cut costs, improve earnings and attract new clients.
March 6 -
The two advisers went indie with Focus Financial, one of the country's biggest RIA aggregators.
March 1 -
The bank plans to acquire a Cincinnati insurance agency as part of an initiative to increase fee income and boost insurance services.
February 27 -
The layoffs are part of a shift of personnel to LPL Financial's South Carolina campus to cut costs and position the independent broker-dealer for future growth.
February 23 -
Over $1.7 billion per transaction changed hands in the fourth quarter, according to Charles Schwab.
February 23 -
Carolyn Armitage joined the RIA M&A consultant after LPL eliminated the enterprise consulting division.
February 22 -
A surge in M&A is expected as a result of President Trumps plan to cut taxes on companies offshore earnings from the current 35% to 10%, experts say.
February 17 -
AdvisorEngine's purchase of software firm Wealthminder is the first of what's expected to be another year of deals and investments into the wealth management fintech space.
February 16 -
The private equity-backed buyer hopes to double its offices around the country in three years.
February 14 -
Intense competition and the advent of the fiduciary rule are prompting financial institutions to consider making select purchases.
February 13 -
Large firms backed by outside capital are swooping in on smaller advisers, according to a new industry report.
February 10 -
The aggregator has clicked with an expansion-minded RIA seeking to grow its footprint and 401(k) business.
February 7 -
Following a year of slowed deal activity, a PwC report addresses the added challenges managers face amid the developing economic, tax and regulatory agenda of the new administration.
February 7 -
A close look at how the regional BD wooed over recruits and how it hopes to benefit from its revival of an iconic brand.
February 6 -
The well-funded firm is focusing on the East Coast and Midwest, snapping up TriCapital Advisors in its latest deal.
January 31 -
Fidelity report: What RIA buyers want and what sellers need to know.
January 31 -
What breakaway brokers and service providers can learn from the collapse of Sanctuary Wealth Services.
January 26














