M&A
M&A
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The RIA practice with $575 million in AUM joined four teams of similar size who have signed on in the past year.
May 8 -
The rebranded RIA, formerly HPM Partners, makes its first acquisition since merging with Blue Prairie Group.
May 7 -
The fast-growing Chicago firm now nearly $4 billion in AUM.
May 3 -
With an eye on a future sale, the $48B RIA wants to build enterprise value.
May 1 -
The discussions, which have since been abandoned, centered on a REIT with a market value of $2 billion, according to people familiar with the matter.
April 29 -
The firm is looking at a range of “different opportunities” for potential wealth management deals, CEO Jim Cracchiolo says.
April 25 -
The $22 billion RIA makes its sixth deal of the year in a red-hot market.
April 24 -
It's tricky but Savant's Brent Brodeski may have found the magic formula with a little help from Ford's Alan Mulally.
April 23 -
People familiar with the matter said that Centerbridge Partners is in talks to buy the four-firm, 6,500-advisor IBD network.
April 23 -
The partnership aims to provide exposure to areas such as middle-market private equity, real estate and infrastructure.
April 23 -
The large aggregator faces questions about its future.
April 22 -
Blucora’s wealth management unit is transforming while showing some impressive results. But is the firm moving too fast?
April 22 -
Analysts have speculated that the firm may sell DWS as one way to cover the costs of a potential takeover of Commerzbank.
April 22 -
The company’s acquisition will allow it to target prospective clients who are still in the wealth creation phase of life, says CEO James Gorman.
April 17 -
The 7,500-advisor network agreed to buy certain assets of Foresters Financial’s U.S. BD and RIA.
April 10 -
The market is expected to remain heated in the months ahead.
April 9 -
The bank has been paring smaller business lines since scandals began erupting from its branch network in 2016.
April 9 -
The IBD's advisors can expect new technology and product offerings, says David Knoch.
April 4 -
The bank has considered buying DWS to combine it with its own unit and spin the two off as a separate entity, sources said.
April 4 -
The firm is targeting the mid-Atlantic region, northern Virginia, Florida and the Midwest for more acquisitions this year.
April 3



















