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RIA buyers see the consolidators consolidating
Executives from Carson Group, Creative Planning, Hightower, Sanctuary Wealth and Thrivent say M&A is here to stay
Creative Planning acquires $600 million Lenox Wealth Management
The Cincinnati-based advisory firm looks to leverage Creative Planning's scale and technology
Sawtooth eyes new capital to stay competitive in TAMP marketplace
Potential partnerships include deals with other TAMPs or with a private equity firm, according to one source
The hunt for mega RIAs
Independent advisers are enjoying the attention of Wall Street, where some big banks are focused on acquiring privately held assets
Mercer notches third acquisition in 5 weeks
The purchase of Denver-based M.J. Smith and Associates was partially driven by the need for a succession plan
Midwest megamerger creates $6.5 billion RIA
The combination of FormulaFolios and Brookstone brings together approximately 800 advisers operating in all 50 states, with more than 500 offices
UBS team managing $400 million creates RIA
Interchange Capital Partners in Pittsburgh, Pa., will use Pershing and Dynasty Financial Partners
Carson Wealth affiliate acquires $126 million RIA
Boston-area RIA Atlantic Capital Management has been bought by Andrew Nigrelli
Captrust acquires $1.6 billion Indiana firm
This marks the third deal of 2020 for the $390 billion aggregator
MassMutual looks to sell retirement biz: report
The financial services firm sold its OppenheimerFunds business a couple of years ago
Captrust confirms more and larger acquisitions on the horizon
With its first taste of PE capital, the $390 billion aggregator is poised for ramped up activity
iCapital Network boosts access to alts with acquisition of rival Artivest
The tech provider takes over the management of 28 proprietary alternative investment funds and the Open Network platform
RIA consolidation drags during COVID-19
Merger and acquisition activity slowed from the record-level pace of the past several years
Morgan Stanley wins U.S. antitrust approval for ETrade deal
The Justice Department signed off on the takeover without requiring any changes, said a person familiar with the matter
When it comes to RIA custody, how big is too big?
The DOJ’s antitrust squad has its eye on the RIA landscape, focusing on the Schwab-TD combo. The merger of these two companies may be too formidable to pass muster
Mercer acquires $350 million First Ohio Planning
RIA based in Columbus, Ohio, serves 280 households with staff of five
Creative Planning’s latest acquisition feeds record-setting merger activity
The $48 billion RIA adds another $618 million with Stratford Consulting deal
Franklin Templeton unit to acquire $6 billion Athena Capital Advisors
Massachusetts-based RIA will become part of Fiduciary Trust Co. International
Judge throws out suit that aimed to block Schwab acquisition
RIA BlackCrown violated procedure by filing antitrust lawsuit without attorney
Private equity is starting 2020 with more cash than ever
The level of unspent capital suggests M&A activity this year could be on a scale not seen since the financial crisis
