Succession Planning/Advisor M&A

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A Big Question For Small Advisors--Why Sell Now?

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Here are some questions to consider if you are an owner of an RIA with $500 million or less in client assets.

Merit Buys $542M Viren In Washington State

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The Spokane, Wash.-based firm specializes in retirement plans, group employee benefits and life and disability insurance.

Edelman Explains Why The Days Of Advisor Poaching Are Here

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Mariner's Marty Bicknell also sees advisors missing a huge NextGen opportunity.

Raymond James Hires 10 From Citi's Closing Muni-Bond Group

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Raymond James has been on a hiring spree for its public finance division for years.

Two Advisors Start RIA In Colorado

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The advisors were previously with CorePath Wealth Partners in Scottsdale, Ariz.

Snowden Lane Recruits Mother-Son Advisor Team

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The pair will operate as the Lewis-Solomon Group in New York City.

Robertson Stephens Acquires Conn. Firm With $180 Million AUM

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The deal puts Robertson Stephens Wealth Management over the $5 billion AUM mark.

$6B AUM San Diego Firm Pure Builds Western U.S. Presence With 2 Acquisitions

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The firm announced the purchases of Symphony Financial Planning and Crestline Capital.

FSI Sues DOL To Toss New Independent Contractor Rule

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A trade group coalition wants to restore a rule implemented in 2021.

Modern Wealth Buys $1.2 Billion AUM Beltz Ianni

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The deal gives Modern Wealth more than $3 billion in AUM and puts it in the retirement plan advisory business.

Mercer Advisors Acquires $2.5B AUM MDK Private Wealth

by FA Staff

The acquisition of the Seattle-based firm is Mercer's third deal this year.

NextGen Advisors Getting Shut Out Of Ownership, DeVoe Says

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Founder procrastination in promoting is just as much to blame as high valuations, says dealmaker David DeVoe.

LPL Adds PNC Private Bank Team With $515M AUM

by FA Staff

Endeavor Wealth Strategies of Fort Wayne, Ind., has aligned with LPL affiliate Exemplar Financial Network.

Liz Nesvold Lands Two Roles At RIA Investor Emigrant

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The M&A pro returns to her primary skill set after exiting her job as Cresset president earlier this month.

Fla.Team With $450M AUM Joins Raymond James From Merrill

by FA Staff

Anderson McKelvey Group is operated by Jesse Anderson, Christopher McKelvey and Anthony Gilotti.

Stratos Wealth Lands Calif. Firm With $700M In AUM

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Pettinelli Financial Partners joins Stratos from Osaic. The firm's founder sought a succession plan.

RIA M&A At Healthy Level Despite 2023 Decline, Echelon Says

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The industry remained resilient compared with a larger drop in M&A activity in general, the firm said.

How Advisors Can Help Family Businesses Achieve Lasting Success

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Helping client fulfill their lifestyle needs is critical to family business success.

OneDigital Buys $2.6B Wintrust Retirement Plan Subsidiary

by FA Staff

Wintrust Retirement Benefits Advisors serves more than 200 retirement plan sponsors.

Prospera Financial Adds $650M AUM Calif. Firm

by FA Staff

Painter, Smith & Amberg says its four advisors have more than 100 years in combined experience.

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