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Mariner Wealth's and Mercer Advisors' deals for RIAs totaled over $3 billion in AUM in just two weeks.
November 19 -
Bob Oros is a leading candidate to head the RIA, but he, or any other successor, will be under “super pressure” from the firm’s owners.
November 14 -
The New York aggregator’s performance to date “will make it easier for other RIAs to go public,” says industry analyst Chip Roame.
November 13 -
A $6 billion RIA deal may signal a reversal of lackluster market activity.
November 5 -
Consolidators and large RIAs were leading buyers in the third quarter.
October 22 -
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 $6B RIA bought a neighbor but also expanded its footprint.
October 8