Succession Planning/Advisor M&A

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LPL Adds Illinois-Based Ex-Wells Fargo Advisor Managing $230M

by FA Staff

Blake Mier, based in Bloomington, Ill., is joining LPL's broker-dealer, RIA and custodial platforms.

Hightower Makes Strategic Investment In $2.5B AUM Orlando RIA

by FA Staff

Resource Consulting Group, which was founded in 1988 by Mike Davis, has 30 employees.

Cambridge Adds LPL, United Capital Veteran As SVP Of Strategic Acquisitions

by FA Staff

Dee Morgan will be responsible for public and private company acquisitions at Cambridge.

Focus On Business Goals As M&A Slows, Schwab Says

by

Firms that have not yet optimized their M&A strategy and approach to integration often face a steep learning curve.

CAPTRUST Expands Footprint In N.C. With Acquisition Of $1.3B Firm

by FA Staff

Normann Financial Group is the second buy for CAPTRUST this week and the eighth for the year.

$140M AUM Fla. Advisor Joins Raymond James From UBS

by FA Staff

Brian Chappell has joined Raymond James Financial Services, the firm's independent advisor channel.

Mercer Sues $1.3B Atlanta Firm It Acquired Two Years Ago

by

Details of the lawsuit against ACG Wealth remain secret but appear to involve a contract dispute.

Choreo Acquires BDO USA Wealth Management Practice

by FA Staff

BDO's $8.1 billion in client assets brings Choreo to a total of $23.2 billion in assets under advisement or management.

Why RIA Firms Could Start Looking More Like Wirehouses

by

All year we've been covering the changing of the guard in the advisory profession, and this issue's cover story continues exploring that topic.

Founders Beware: Younger Advisors Are Leaving

by

The next generation of advisors may be looking to find a new firm.

The Ins And Outs Of Successful Acquisitions

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Advisor firms that want to focus on inorganic growth need to plan carefully, industry officials say.

Maintaining Growth Requires Entrepreneurial Insight, Experts Say

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A panel of industry titans at Schwab IMPACT 2023 mapped a path to growth through the power of partnerships.

How To Prep An RIA For Sale

by

Having a clean compliance record is a must, according to five M&A specialists.

CAPTRUST Buys $1.4B AUM Indiana Firm

by FA Staff

Column Capital Advisors is the seventh deal this year for Raleigh, N.C.-based CAPTRUST.

Savvy Nabs $80M AUM South Florida Advisor From LPL

by FA Staff

Michael Most specializes in serving corporate executives, business owners and the mass affluent.

$200M AUM California Solo Practitioner Joins LPL's Employee Advisor Channel

by FA Staff

Tyler B. Powell of Santa Barbara, Calif. has joined Linsco by LPL Financial.

Advisor M&A Activity Headed For First Down Year In Nearly A Decade, DeVoe Says

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A decline in quarterly movement is setting 2023 up as a down year, the firm's Deal Book says.

Preparing Emotionally For The Sale Of Your Business

by

Here are five steps that can ease business owners through the transition.

Raymond James FID Lands $3B AUM Ex-Cetera Team

by FA Staff

Columbia Wealth Advisors of Umpqua Bank in Oswego, Ore., has 50 financial professionals.

Sequoia Financial Agrees To Acquire M Capital

by FA Staff

M Capital of Nashville, Tenn., has about $930 million under management.

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