Mergers & Acquisitions

Displaying 678 results


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


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

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


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


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

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


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


Orion sales rumors continue

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


Miracle Mile Advisors hires team from Payden & Rygel

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


Cerity Partners acquires $3 billion EMM Wealth

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


Visa acquiring data aggregation fintech startup Plaid for $5.3 billion

Plaid connects fintech startups like Betterment and Acorns with traditional banks


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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