Succession Planning/Advisor M&A

[1]  1 2 3 4 5 6 7 8   [108]

Osaic To Buy Lincoln National's $108B Wealth Business

by

Lincoln Wealth is made up of Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation.

Calif. Giant Lido Advisors Acquires Boston's Claybrook

by FA Staff

The acquisition brings some $296 million in assets from mostly wealthy clients.

LPL Adds N.Y.-Area Advisors With $130M AUM

by FA Staff

Oak Tree Financial Group has offices in Connecticut, New York and New Jersey.

CAPTRUST Adds $1.1B AUM Washington State RIA

by FA Staff

Fifteen professionals will transition from Bellevue, Wash.-based Trutina as it moves to the CAPTRUST brand.

Merit Buys ClearBridge In Atlanta Expansion

by FA Staff

The deal added $300 million in assets under management to the serial acquirer.

10 Traits Common To Successful Future RIAs

by

Successful advisory firms will have to do these 10 things to thrive.

Larsen Wealth Launches With $104M In AUM

by

The El Dorado Hills, Calif., firm will offer financial planning and portfolio management.

Mercer Buys Florida Firm With $495M AUM

by

Paragon Wealth Strategies is the latest acquisition for the Denver-based consolidator.

Perigon Buys $275M AUM Wealth Advisors, Expanding Nevada Footprint

by FA Staff

Wealth Advisors, founded in 2023 by Paul Drolson, has joined Perigon, a $5.6 billion RIA.

Creative Planning Buys Delaware RIA With $600M AUM

by

Daniels + Tansey of Wilmington is Creative's 10th acquisition this year.

$3B AUM California Firm Joins Commonwealth

by FA Staff

Mammini Company, previously with Lincoln Investment, primarily serves labor unions and retirement plan sponsors.

$170M AUM Advisor Joins Raymond James From Edward Jones

by FA Staff

Cole Wilson joins Stamford, Texas-based Raymond James Financial Services affiliate Decker Capital Partners.

Steward Partners Acquires $3.2B AUM Freedom Street Partners

by

Freedom Street team will form a division that caters to advisors who seek to sell their practice.

Edelman Financial Engines Acquires $500M AUM Mass. Firm

by FA Staff

PRW Wealth Management marks the fifth transaction for Edelman Financial Engines in 13 months.

Raymond James Adds $260M Okim Wealth Management

by FA Staff

Kevin Okim and Deborah Okim joined Raymond James Financial Services (RJFS), the firm's independent advisor channel.

Young Investors Ditch Parents' Advisors And Opt For Their Own

by

Fewer than one in five of affluent investors use their parents' advisors, according to Cerulli Associates.

Prospera Expands Succession Planning Programs

by FA Staff

The program offers options for exiting business or acquiring a firm.

Mariner Wealth Acquires $1.8B AUM Boston firm

by FA Staff

Baystate Wealth Management is the third location in Massachusetts for the Overland Park, Kansas-based firm.

Emigrant Partners Adds Three To Leadership In Expansion Bid

by FA Staff

Industry veterans Jason Ehrlich, Mark Bruno and Sam Grewal will focus on driving a new wave of growth for Emigrant.

Targeted Marketing, Team Approach Are Keys To Wealth Management Success, Bluespring Says

by

Financial firms may not survive on referrals alone, said COO Angela Osborne.

[1]  1 2 3 4 5 6 7 8   [108]