M&A
M&A
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The practice has grown rapidly, but it now faces a major decision about its IBD plans following the announcement of Advisor Group’s acquisition.
July 9 -
The combined amount across the top 10 firms has jumped 37% to $385.3 million over the past three years.
July 9 -
Experts cite a variety of reasons for the industry’s grim jobs forecast for advisors, but the data reveals much more complexity.
July 2 -
The firm plans to double in size in the next three years.
June 29 -
The move to acquire the No. 16 firm from John Hancock reflects the acceleration of industry trends and a potential giant in the making.
June 25 -
The No. 1 IBD’s top recruiting executive announced his retirement after the firm disclosed some mixed recent results.
June 25 -
A frenzied M&A market means owners are getting full payment for acquired firms sooner.
June 22 -
SmartAsset provides personal finance information and tools to over 45 million users per month, says the firm.
June 22 -
Royal Alliance Associates will absorb the firm following the deal, which would push the network’s headcount above 6,800 advisors.
June 21 -
Securities America and Atria Wealth Solutions hired recruiting and operational heads from Ameriprise and Cetera.
June 20 -
Even countries with solid prospects for growth and debt financing haven’t been immune to the selloff.
June 20 -
Such a move would also coincide with efforts to cut costs in the bank's wealth management business by $600 million by 2020.
June 19 -
The firm’s principal says his team wanted to join the No. 1 IBD, which is testing larger recruiting offers.
June 15 -
Wealth Enhancement Group has nearly doubled its assets over a two-year period.
June 15 -
A public offering will be a landmark for the advisory business. But the aggregator will face unprecedented scrutiny from investors.
June 8 -
The definition of independence for advisors is changing, according to a new report.
June 6 -
As firms position their advisors to compete for future clients, diverging strategies have developed.
June 6 -
The advisory firm left Securities America to make the move.
June 5 -
The acquisition will expand the Milwaukee-based firm's presence in the Northeast.
June 5 -
EP Wealth Advisors' acquisition of Donnelly Wealth Advisors will boost its AUM by more than $400 million.
June 4

















