Succession Planning/Advisor M&A

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Chicago's Rothschild Merges With Sentinus

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The deal created a $5 billion independent advisory looking for acquisitions.

Mercer Advisors Buys California Firm With $720M AUM

by FA Staff

San Diego-based Private Asset Management provides multigenerational wealth services to more than 600 clients.

Morgan Stanley Team Managing $650M AUM Switches To LPL

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The advisor trio have nearly 100 years of combined experience in the financial services industry.

What's Next In Wealth Management M&A Trends?

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The wealth management M&A market remains alive and well--and likely will stay that way for the foreseeable future.

LPL Buys $6.5B AUM California Hybrid

by FA Staff

Crown Capital, which has about 260 financial advisors, was founded in 1999 and is led by CEO Derol K. Paulsen.

RIA Industry Faces First M&A Decline In Nearly A Decade, DeVoe Says

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Deals are down 11% in the first half of this year, but firm valuations have remained stable, the firm reported.

Good Financial Advisors Are Needed For Clients' Business Sales, UBS Says

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A panel of UBS advisors put the sales of businesses in perspective.

Pathstone To Buy Pennsylvania Multifamily Office Veritable

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The Englewood, N.J.-based Pathstone will add more than $17 billion in client assets with the acquisition.

How To Succeed In Family Offices

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If you want to avoid problems with succession, it's best to close the generation gap.

RIA M&A Activity Remains Resilient, But Slower, Echelon Says

by FA Staff

Some of slowdown is attributed to world economic uncertainties.

LPL Adds Ex-Ameriprise Advisor With $400M AUM

by FA Staff

Jason Johnson operates 509 Wealth Management, which has offices in Washington and Idaho.

Mercer Acquires $180M AUM Mallard Financial

by FA Staff

The Newark, Del., wealth management firm brings 200 clients to Mercer.

Family N.J. Team With $200M AUM Joins LPL

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The Sopher family practice is led by advisor dad Dan, and includes CFP sons Bobby and Matthew.

Mercer Advisors Buys Georgia Firm With $400M In Assets

by FA Staff

Day & Ennis was founded in 1998 and is operated by partners John Day, William Ennis and Matthew Heller.

Procyon Partners Adds 2 Advisors With $600M In Client Assets

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Frank J. McKiernan and Jerry R. Sneed co-headed the wealth division of Baker Tilly Wealth Management.

M&A Thrives, But Valuations Are A Sticking Point, Fidelity Says

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A new Fidelity study says half of buyers walk away from M&A deals for RIAs mostly because of valuation.

RIAs Must Achieve Organic Growth Before M&A Deals, Experts Say

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“M&A for purely financial reasons won't work,” an industry CEO said during a panel discussion.

Carson Group Acquires $5B AUM Oregon Retirement Plan Specialist

by FA Staff

Carson has recently shored up its workplace retirement plan offerings through hires and acquisitions.

Raymond James Adds $225M AUM Advisor Team From Wells Fargo

by FA Staff

Yvonne Hall and Maegan Dornan operate Hall & Dornan Capital Partners in Issaquah, Wash.

Ex-Merrill Lynch Advisor With $325M In Assets Joins LPL Platform

by FA Staff

Christopher Coffin has affiliated with Linsco by LP as he launches Coffin Financial Group in Texas.

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