Tag: M&A

The appointment of Jim Dario as head of wealth management comes as SageView increases its focus on this strategic area of its business—mirroring the actions of other national...

With the acquisition’s completion, Principal Custody Solutions can now serve institutional clients of all sizes with both retirement and non-retirement...

In part due to the growing role of private equity backers, competition between ‘financial buyers’ and ‘strategic acquirers’ appears set to heat up in the coming years.

CAPTRUST Financial Advisors has announced two additional acquisition deals that were completed last year.

In one of CAPTRUST’s largest acquisitions to date, the move to onboard Portfolio Evaluations brings more than $107 billion in assets and several hundred clients.

The pace of retirement plan adviser industry mergers and acquisitions is already picking up in 2022, with a handful of major deals already being revealed by the likes...

The acquisition of Raffa Financial Services, a recipient of PLANADVISER’s Top 100 recognition, by Hub International shows how leading retirement plan advisory shops will be targets for consolidation...

Prime Capital Investment Advisors will acquire another personal wealth-focused firm, in Financial Network Limited, after previously acquiring Sphere Wealth Management in April.

Many firms that have acquired established retirement plan advisory practices primarily focus on wealth management or insurance, underscoring their interest in more diversified service models and in accessing...

Fidelity research shows nearly every month in 2021 has seen several highly recognizable adviser industry names join the ranks of sellers, with November being no exception.

This is Creative Planning’s second recent deal, underscoring how adviser industry M&A volume continues at a rapid pace.

Wealthspire’s leadership calls the acquisition “a significant opportunity to plant a flag on the West Coast and demonstrate our growing national scope.”

The affinity relationship is about adding scale, Mallouk tells PLANADVISER, but equally important is the battle to secure top advisory talent for the next phase of the firms’...

One industry merger and acquisition expert familiar with the background of this deal says it represents a significant milestone in the broader M&A action that has been remaking...

In addition to easing the burden of succession planning, the firm is seeking to create more efficient collaboration among financial advisers and their teams.

Echelon’s latest merger and acquisition research finds U.S. private equity firms and strategic acquirers are pivoting their attention overseas as...