Q3 Sees Record $1.2T in RIA M&A
Reports by Echelon and MarshBerry anticipate a record-breaking year for total number of merger-and-acquisition deals involving registered investment advisers and...
Tag: Advisory M&A
Jon Upham to Lead Retirement Solutions Division at Creative Planning
Upham has been with SageView since 1999, when the firm had less than $1 billion in AUA and 75 clients.
Creative Planning to Acquire SageView Advisory Group
The combination of the two firms will have more than 550 advisers and represent $640 billion in total client assets.
Christian Mango Joins OneDigital from Alera
In his role as SVP of corporate development, Mango will lead M&A.
LPL Financial Acquiring Commonwealth Financial Network
It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL platform...
Vision Financial Merger Creates $2B Financial Integrators
Des Moines-based Financial Integrators is combining three advisories to offer services in financial planning, risk management, accounting and employer-sponsored retirement...
CAPTRUST Adds Advisories Overseeing $1.97B
The RIA ends the year with the acquisition of advisories in Minnesota and Virginia.
Gallagher Expands Insurance, Benefits Footprint With $13.5B Deal
Insurance and benefits consultancy Gallagher has agreed to acquire AssuredPartners.
Alera Group Continues M&A Run With SRPC Acquisition
The insurance-backed aggregator adds Peter Klinkmueller and Steve Boudreau’s Strategic Retirement Plan Consultants.
Retirement, Wealth Convergence Still in ‘Early Innings’
Advisory business leaders working to bridge retirement plans and wealth services agree it’s still early days, but the market may...
Interest Still Strong in Retirement Plan Adviser Acquisitions
An M&A trends report from Marshberry shows slowing, yet still robust, dealmaking for retirement plan advisories, as scaled and multi-service...
Alera Bolsters West Coast Team with Plan Adviser Sorensen
Joshua Sorensen, formerly of Edelman Financial Engines, joins Alera Group as it continues to grow its retirement plan practice.
World Investment Advisors Starts Custodial Relationship With Raymond James
The partnership comes after the company formerly known as Pensionmark acquired a $3.5 billion Raymond James firm.
Cetera to Acquire $16B RIA From Insurer
For the fourth time in five years, Cetera makes a deal with an insurance and annuity provider—this time Protective Life—to...
Advisory M&A News – 2/26/24
The Retirement Planning Group acquires Dightman Capital Group; Marsh McLennan Agency to acquire Querbes & Nelson and Louisiana Companies; and...
Advisory M&A News – 1/29/24
Bernstein Private Wealth Management expands ultra-high-net-worth platform; Cetera completes minority investment in Wilde Wealth Management Group; Wealth Enhancement Group announces...
Advisory M&A News – 1/22/24
Dynasty Network adds Steadmont Advisors; MAI Capital Management acquires Traverso Chambers Private Wealth Management; Stofan Agazzi Investments joins Stifel Independent...
Advisory M&A News – 12/18/23
Millennium Trust acquires NuView Trust Co.; Sage Advisory Services adds Kudu Investment Management; Atria Wealth Solutions welcomes OPOC.
Advisory M&A News – 12/11/23
Hub acquires Longbow Financial Services and JRP Financial Services; CAPTRUST adds Trutina Financial; Mercer Advisors announces acquisition of Paragon Wealth...
Advisory M&A News – 11/13/23
Hub International adds Renaissance Benefit Advisors; Wealth Enhancement Group acquires Retirement Advisory Group; Hightower announces strategic investment in Resource Consulting...