The firm’s newest business unit’s first move is to acquire portfolio personalization software from Optimal Asset Management.

Here's what you missed this week in wealth management.

Signs point to yes, say our columnists, who note that COVID-19 pandemic conditions have proved a boon to the firms and M&A activity.

SBA lenders remain the most common source of capital, but there is a conventional and increasingly popular option.

Here's what you missed this week in wealth management.

Another big name in private equity is betting on an independent wealth manager and buying out a minority investor that fueled the RIA consolidator’s expansion.

Wealthfront is exploring a sale that could value the automated wealth manager at as much as $1.5 billion, according to people familiar with the matter.

Here's what you missed this week in wealth management.

A Canadian investment manager disclosed the price tag of its minority stake in one of the fastest growing RIA consolidators.

With a new South Florida home and booming stateside business, the Canadian asset manager now aims to become the leading high net worth and ultra high net worth platform in the U.S.

The RIA aggregator has closed or announced more than 30 transactions in 2021, and Rudy Adolf’s team sees the greatest opportunity among its traditional M&A targets.

ACG, the founding practice of a midsize firm, will keep some ties in place as it seeks further expansion under one of the most active acquirers in wealth management.

After a $70 million fundraising round, the company also plans to begin offering HSAs and emergency savings.

It'a the latest move of a U.S. asset managers expanding into the businesses of private equity and credit.

Expenses relating to recruiting and M&A rose at a faster clip than revenue, prompting one analyst to downgrade the company’s stock.

The acquisition could help Addepar move downstream and better serve RIAs.

The Florida-based asset management firm has the low-cost deposits TriState Capital needs to fund its rapid loan growth.

Though the Providence, Rhode Island, bank is in the midst of three deals, CEO Bruce Van Saun said it remains on the lookout for other nonbank purchases that could help boost fee income and generate cross-selling opportunities.

Teams managing $7.5 billion in client assets flocked to Financial Advocates through referrals from other reps who had previously moved to the firm.

The big asset manager’s acquisition of O’Shaughnessy Asset Management is the latest in a string of similar deals by Wall Street.