M&A
M&A
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Despite the apparent decline, the independent broker-dealer giant remains one of the leaders in advisor recruiting and merger and acquisition deals.
May 10 -
More than a third of financial advisors will retire in the next decade in a profession in which nearly 3 out of 4 rookies fail to make the grade, creating a headcount problem for the industry.
May 10 -
Combining the two partner firms will create an RIA with more than $50B under management.
May 6 -
The private equity-backed advisory aggregator plans to use a consolidation process in "coming months" to bring its various brokerages under one brand.
May 6 -
Citizens has been on a recruiting and acquisition tear in recent years. Tom Metzger, the recently appointed head of the bank's private wealth unit, says it's just the beginning.
May 3 -
The general categories represent a starting point for RIAs that may be trying to figure out how they fit into a buyer's long-term plans, a Datos Insights study says.
May 2 -
The merger "will fundamentally transform the RIA ecosystem," tru CEO Craig Stuvland says.
May 1 -
Signature Estate & Investment Advisors will accelerate its plan to reach $50 billion in client assets by 2027 by acquiring a Cleveland-based enterprise with 21 advisors.
April 30 -
The CEO of the RIA "roll-up" outfit thinks that ongoing industry consolidation doesn't necessarily mean all firms will start to look the same.
April 22 -
The annual rush to pay Uncle Sam means the Treasury doesn't need to issue as much short-term debt as in other months to fund the U.S. government.
April 15