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Deals & People
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A Collective Effort
Central office investment leaders talk through their process.
On the Move
Transactions, promotions and new hires in the financial advisory industry.
SPACS, the Advisory Business and M&A Trends
Adam Dooley talks with PLANADVISER about the company he wants to buy with his new special purpose acquisition company, which he says should be focused on investment adviser practices.
On the Move
Transactions, promotions and new hires in the financial advisory industry.
On the Move
Transactions, promotions and new hires in the financial advisory industry.
On the Move
Transactions, promotions and new hires in the financial advisory industry.
On the Move
Transactions, promotions and new hires in the financial advisory industry.
On the Move
Transactions, promotions and new hires in the financial advisory industry.
‘Game Changers’ Reflect Progress
The evolution of our Top 100 Advisers list represents the evolution of the retirement plan adviser industry, which has undergone fundamental shifts in business models since PLANADVISER’s founding.
RIAs Need to Remain Competitive in the Face of Record M&As
For those looking to be acquired, growth is key, says a BNY Mellon Pershing executive.
Truist Sells 401(k) Recordkeeping, Advisory Businesses
Ascensus and Empower will take on parts of the 401(k) recordkeeping business, while OneDigital will assume the 401(k) investment advisory business.
Practice Management: Areas of Success
A look at what worked particularly well in 2020 and that could keep propelling growth in 2021.
Wealth Management M&As Continued Strongly in July
The number of deals and client assets under management in June and July were the highest since Fidelity began tracking such data in 2016.
Mergers and Acquisitions Hit Hard by COVID-19
Between March and May, there were only 10 RIA transactions and two IBD deals, according to Fidelity.
Practice Management
Trendspotting
PANC 2019: Learning From Adviser M&A Transactions
Why two advisory practices decided to sell and become part of a larger benefits broker and a wealth management company.
Examining Two Industry M&As
A shared vision for the future drives deals