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.
Tag: mergers and acquisitions
CAPTRUST Pushing Ahead with Wealth Management Acquisitions
Two newly announced acquisitions bring $2 billion in new client assets.
Cover Story
Advisers’ Future Trajectory
Firms confront a convergence of retirement plan and wealth consulting
RIA M&As Hit Record High for Fifth Consecutive Year
However, fewer RIAs and fee-based advisers expect consolidation to increase in the next 12 months, compared to five years ago.
In M&A Assessments, Culture Matters as Much as Revenue
The inside story of the acquisition of Blue Prairie Group by Cerity Partners shows the foundational importance of long-term relationships...
M&A Brings Wealth, Retirement Together
CAPTRUST talks with PLANADVISER about its growth through mergers and acquisitions—and how this speaks to industry trends impacting private wealth...
Sheridan Road Financial Sells Practice
The specialist retirement plan and private wealth advisory firm has been acquired by HUB International Limited.
Victory Capital Purchases Known Military Servicing Investment Firm
The firm will continue to supports the needs of the military community and their families.
Hellman & Friedman Buying Financial Engines
The deal is for $45.00 per share in cash, for a total value of $3.02 billion.