Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions (or M&A) news.
September 05, 2024
BNY to Buy Archer Platform in Wealth PushThe deal should help BNY with the infrastructure for and distribution of managed accounts to financial advisors and their clients.
September 04, 2024
LPL to Buy The Investment CenterThe broker-dealer and RIA has about 240 advisors who work with roughly $9 billion of client assets.
September 03, 2024
Mariner Buys Middle-Market M&A Advisory ShopThe deal will enable the RIA, which is led by Marty Bicknell, to offer clients enhanced M&A advisory services, the firm says.
August 21, 2024
Oaktree Nears Deal to Buy Big Stakes in 2 B. Riley UnitsThe asset manager is not looking at the firm's wealth management operations, which include about $26 billion in assets.
August 20, 2024
CW Advisors Buys $1.2B Fee-Only RIAThis is the firm's largest deal since kicking off its acquisition strategy in 2023 after private equity backing.
August 20, 2024
Duran's Rise Growth Makes First RIA InvestmentIt is acquiring a minority stake in Bleakley Financial, which works with nearly $10 billion in assets and is based in Fairfield, New Jersey.
August 12, 2024
Larry Swedroe Leaves Buckingham Amid Colony Group MergerThe popular investment expert and author will shift to serving a limited number of clients as a consultant.
August 05, 2024
$3.6B West Coast RIA to Join Colony GroupThe two Focus Financial affiliates are forming a combined entity with some $114 billion in assets.
August 01, 2024
Bluespring Buys $1.35B Wealth ShopThe deal with Rodgers & Associates Wealth Advisors brings the company's stable of partner firms to 27.
July 24, 2024
MarketCounsel Announces 2024 Summit PlansThe RIA-focused event, led by Brian Hamburger, takes place in December in Las Vegas.