Mergers & Acquisitions

Displaying 678 results

Topic

M&A in 2019 hits record for RIAs, but many sellers overvalue firms

The number of deals increased by more than 30% last year, and it's a seller's market

Topic

Franklin Templeton’s private client group to buy $4.7 billion wealth management shop

Fiduciary Trust Co. International to buy The Pennsylvania Trust Co.

Topic

A new playbook for independent broker-dealer M&A

After 10 years of IBD acquisitions, there’s little left on the block. But whatever is up for sale, at the right price, private equity is buying

Topic

Creative Planning’s latest acquisition feeds record-setting merger activity

The $48 billion RIA adds another $618 million with Stratford Consulting deal

Topic

Mature fintechs, not startups, get bulk of funding and acquisition deals: Deloitte report

Fintech firms that are at least five years old are receiving more funding and are being acquired more often

Topic

Orion sales rumors continue

Barron's reports private equity owner is reportedly seeking nearly $2 billion

Topic

Miracle Mile Advisors hires team from Payden & Rygel

Trio managed $2 billion for small and mid-sized institutions

Topic

Cerity Partners acquires $3 billion EMM Wealth

The addition of the New York-based RIA brings Cerity's AUM to $26 billion

Topic

Visa acquiring data aggregation fintech startup Plaid for $5.3 billion

Plaid connects fintech startups like Betterment and Acorns with traditional banks

Topic

More consolidation coming in online brokerage market

Firms need large cash on hand to make up lost commission revenue, meaning M&A could be only viable option, Wakefield Research suggests.

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