M&A
M&A
-
With billions of dollars on the table, both buyers and sellers want deals to close quickly and transitions for clients to be implemented smoothly. But success is not always guaranteed.
March 6 -
Despite the double-digit drop in RIA M&A volumes this year and at the firm in 2022, dealmakers say the move will boost its value and available capital.
March 3 -
Despite some signals that deal volume is slowing down in 2023, acquirers say the expanding breadth of client needs is driving more consolidation.
February 28 -
The RIA acquirer's private equity deal followed a year of sharply rising profits despite slumping stocks and bonds in 2022.
February 27 -
Sequoia Financial Group is one of many buyers tapping into the opportunity, to the tune of more than tripling its size in less than three years.
February 21 -
According to new research, 38% of U.S. adults have confessed to some form of "financial infidelity." Here's what they're fibbing about.
February 17 -
The fintech founder is extending an entrepreneurial hotstreak that started with milk and cookies in college.
February 6 -
With another potential private equity transaction, the RIA aggregator would make the opposite of the move it made only four years ago.
February 2 -
The firm also added $15 billion in client assets through recruiting in 2022 just before announcing the largest deal of CEO Adam Antoniades' tenure.
February 1 -
Congress is gearing up for another debt war, and the collateral damage could include Social Security, Medicare and the stock market.
January 31