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Solid start to wealth management deals in 2024: report
"We’re seeing continued deal flow of mid-sized and smaller RIAs, along with broker-dealers, too," one banker said.
LPL’s Chris Cassidy talks Atria deal, credit unions
'Credit unions are nonprofit institutions, so that creates a collaborative approach,' Cassidy says.
Captrust M&A head Benton reveals departure plans
The four-decade veteran behind the firm's inorganic growth strategy is departing to start his own business.
Steward adds $488M with twin acquisitions
The hybrid’s new deals expand its presence in the Virginia and Ohio markets.
Apella seals deal for $464M advisory team
The fast-growing RIA’s addition of the Virginia practice marks its 17th acquisition.
Ascensus buying Vanguard small-business retirement offerings
The company is acquiring the Individual 401(k), Multi-SEP, and SIMPLE IRA plan businesses from Vanguard.
Envestnet shares up 9% as reports suggest it’s in talks to sell to PE
Wealth management technology company has reportedly hired Morgan Stanley as advisor.
Arax adds $9B with Texas acquisition
The wealth platform dramatically expands its capabilities with deal for a Houston-based firm catering to HNW and UHNW clients.
Diversify scores fourth 2024 acquisition with $645M firm
The Delaware-based fee-only practice, led by a veteran with 25 years of experience, is joining the RIA’s partner platform.
F.L.Putnam eyes a slice of high-net-worth trust service pie
The Massachusetts-based RIA is expanding its wealth management offerings with a key deal in New Hampshire.
LPL’s Atria deal poses complexities: Report
Atria's financial advisors might be getting M&A 'whiplash,' one recruiter notes.
RIA Waverly scoops up $700M investment boutique
The fee-only RIA builds on its acquisition streak so far this year with its first foothold in Charlotte, North Carolina.
Tech tie-up aims to streamline wealth management data challenges
Surge Ventures is launching a new industry-focused data integration platform.
Blackstone deal for apartment REIT signals opportunities
'It looks like Blackstone is value-investing and hunting,' a senior industry executive says.
Cerity Partners strikes upper-high-net-worth deal
The Chicago-based RIA’s union with Denver-based Agility, a well-regarded OCIO service provider, will vault it past the $100B AUM mark.
Focus announces another Colony Group merger
The wealth network’s hub strategy continues with the assimilation of Tennessee-based InterOcean Capital Group.
Focus chugs along with hub merger strategy
The latest intra-network consolidation, involving a HNW and retirement plan practice in Illinois, is set to form a $14.5B wealth firm.
EP Wealth snaps up $1.2B California practice
The RIA's acquisition of Wacker Wealth Partners, its second deal this year, bolsters its presence in the state’s Central Coast region.
OneDigital snaps up Texas-based wealth and retirement practice
The deal, the RIA's third this year, broadens its presence in the south-central US.
Creative Planning lands $2.2B wealth powerhouse
Texas-based ML&R Wealth Management has been operating for more than 25 years.
