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Succession Planning/Advisor M&A

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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.

Founders Beware: Younger Advisors Are Leaving

by

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

Why RIA Firms Could Start Looking More Like Wirehouses

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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.

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

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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.

Rockefeller Capital Hires Ex-Merrill Lynch Team In Fla.

by FA Staff

Harvan McKenzie Wealth Paratners, led by David Harvan and James McKenzie, managed $503 million.

LPL Adds Pair Of Philadelphia-Area RBC Breakaways

by FA Staff

Advisors Trevor Johnson and Brian Russo have formed Steeplechase Capital Partners in Newtown Square, Pa.

Solutions For Young Advisors Facing The Dreaded Non-Compete Clause

by

Non-compete clauses are increasingly out of favor politically, but larger RIAs are holding on tight.

Rockefeller Adds Team That Managed $963M At UBS

by FA Staff

Atlanta-based Bridgeline Wealth Partners is led by Travis Propst and Jason Trent Douglas.

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