M&A
M&A
-
Firms who "do nothing" will be in a "precarious position," advisors are warned at a Fidelity conference.
October 17 -
The deal is Captrust's 31st purchase in the past 12 years.
October 17 -
The fast-growing Mather Group has ambitious expansion plans.
October 15 -
Allianz became the second multinational insurance firm to step away from the IBD space this year under a plan to shutter Questar Capital.
October 11 -
The private equity firm completed the largest IBD purchase of the year by acquiring the majority of the 7,700-advisor network.
October 9 -
The $6B RIA bought a neighbor but also expanded its footprint.
October 8 -
The deal is the latest addition to the regional BD’s growing portfolio of M&A deals.
October 4 -
The platform outsourcer is now appealing to a new market.
October 1 -
Aggregator adds a $17B TAMP as Buckingham buys Loring Ward.
September 28 -
The deal to purchase the asset manager could be announced in a matter of weeks.
September 26 -
Private Ocean – Mosaic combination brings software expertise to financial advice battleground
September 24 -
The holding company launched only two years ago, but it’s already made two purchases and has several more in the works.
September 24 -
Upon closing, the deal will push Wealth Enhancement’s advisor head count beyond 70 financial planners.
September 19 -
The equal-weighted nature of XBI gives the fund greater exposure to developing companies than similar products.
September 18 -
Larry Roth, who was also head of AIG Advisor Group, is offering up his expertise after helping both firms navigate difficult years as their chief executive.
September 12 -
The founder of Edelman Financial Services says his critiques of automated advice have been proven right, and that the merger with Financial Engines sets his firm to reach new industry heights.
September 12 -
Rockefeller Capital Management poaches Michael Bapis' billion-dollar HighTower team.
September 10 -
A settlement with Massachusetts regulators resolved a nontraded REIT case, but NPH’s terminations from FINRA and a handful of states are still pending.
September 10 -
Matthew Cooper, the president of Beacon Pointe Wealth Advisors, has seen the downfall of many deals. Here he reveals the worst flubs and what could derail the M&A market. Plus, his favorite app.
September 1 -
The RIA offers multiple income-oriented strategies and a proprietary asset allocation tool.
August 31



















