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M&A

Linda Bready
RIA
FinTech Exec Launches M&A Consulting BusinessFinTech Exec Launches M&A Consulting Business

CleverX Consulting aims to help small and mid-sized advisory firms navigate the M&A landscape, both before and after a transaction.

byDiana Britton, Managing Editor
Feb 7, 2025
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1 Min Read
dollar signs in binoculars M&A
M&A
What RIA Consolidators Will Be Looking For in 2025What RIA Consolidators Will Be Looking For in 2025
byJeff Nash
Feb 5, 2025
1 Min Read
adjusted for risk podcast Steward Partners Scott Danner wealth management M&A RIAs
M&A
Adjusted for Risk: M&A Trends in Wealth Management And How to Increase The Value of Your RIA PracticeAdjusted for Risk: M&A Trends in Wealth Management
byRyan Nauman
Jan 30, 2025
joining building puzzle pieces
RIA
The Top 10 Wealth Management M&A Deals in 2024The Top 10 Wealth Management M&A Deals in 2024
byDiana Britton
Jan 23, 2025
11 Slides
handshake business team RIA merger
M&A
Cambridge's BridgePort Closed 2024 with Double Deal Totaling $400MCambridge's BridgePort Closed 2024 with Double Deal Totaling $400M
byDiana Britton
Jan 22, 2025
1 Min Read
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Professional Development
Of Myths and Moving 2024Of Myths and Moving 2024
byJason Diamond
Dec 13, 2024
1 Min Read
MarketCounsel M&A Panel
M&A
Aspirational Versus Strategic M&A
Aspirational Versus Strategic M&A
Dec 12, 2024
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1 Min Read
byDiana Britton, Managing Editor
Henry Hagenbuch Lido Advisors RIA Edge West
RIA Edge
Beyond the LOI: How Integration and Culture Define Success in RIA Deals
How Integration and Culture Define Success in RIA Deals
Dec 11, 2024
byShannon Rosic - Moderator, Director of WealthStack Content and Solutions
AssetMark lobby GCTR acquisition
M&A
GTCR Closes on Acquisition of AssetMark
GTCR Closes on Acquisition of AssetMark
Sep 5, 2024
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1 Min Read
byDiana Britton, Managing Editor
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M&A
The WealthStack Podcast: The Post-Merger Playbook
The WealthStack Podcast: The Post-Merger Playbook
Aug 23, 2024
LPL Financial
M&A
$750M Former Lincoln Team Joins LPL After Osaic Acquisition
$750M Former Lincoln Team Joins LPL After Osaic Acquisition
Jul 15, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
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Sponsored Content
Facing the Challenges of Succession and Mergers
Facing the Challenges of Succession and Mergers
Jun 18, 2024
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M&A
Osaic Closes $115B Lincoln Wealth Acquisition
Osaic Closes $115B Lincoln Wealth Acquisition
May 6, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
Ryan Rayburn LPL Osaic
M&A
$860M Texas Team Leaves Lincoln for LPL as Osaic Acquisition Nears Closing
$860M Texas Team Leaves Lincoln for LPL as Osaic Acquisition Nears Closing
Apr 29, 2024
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1 Min Read
byDiana Britton, Managing Editor
Sid Yenamandra
M&A
Surge Ventures Makes Its First Acquisition
Surge Ventures Makes Its First Acquisition
Apr 10, 2024
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
Larry Roth
M&A
Kingswood SPAC Shareholders Vote to Approve Merger With B/D Aggregator Wentworth
Kingswood SPAC Shareholders Vote to Approve Merger With B/D Aggregator Wentworth
Mar 8, 2024
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1 Min Read
byDiana Britton, Managing Editor
RFS Financial Securities David Miller and Mike Ivey LPL Financial Osaic
M&A
$140M Texas Team Leaves Lincoln for LPL as Osaic Acquisition Nears its Closing
$140M Texas Team Leaves Lincoln for LPL as Osaic Acquisition Nears its Closing
Mar 4, 2024
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1 Min Read
byPatrick Donachie, Senior Reporter
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Insights & Analysis
Why So Many Wealth Managers Are Considering M&A
Why So Many Wealth Managers Are Considering M&A
Feb 23, 2024
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M&A
S&P: Osaic’s Lincoln Acquisition Won’t Damage Debt Ratio
S&P: Osaic’s Lincoln Acquisition Won’t Damage Debt Ratio
Feb 2, 2024
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1 Min Read
byDiana Britton, Managing Editor
RIA Study MA Header.png
Sponsored Content
The New World of RIA Firm M&A: A 2023 RIA Edge Study
The New World of RIA Firm M&A: A 2023 RIA Edge Study
Jan 4, 2024
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1 Min Read
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Insights & Analysis
The Ground Shifts For Advisor M&A: Results of an RIA Edge Study
The Ground Shifts For Advisor M&A: Results of an RIA Edge Study
Dec 18, 2023
business-team-arrows-building.jpg
M&A
Serious About Making Acquisitions? Build a Dedicated Team and a Replicable Process
Serious About Making Acquisitions? Build a Dedicated Team and a Replicable Process
Nov 30, 2023
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1 Min Read
byAnne Field, Columnist: Fix My Business
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M&A
RIA Edge Podcast: Ryan Parker on Organic Growth and Acquisitions in a Competitive Landscape
RIA Edge Podcast: Ryan Parker on Organic Growth and Acquisitions in a Competitive Landscape
Nov 29, 2023
byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com
cetera office
M&A
Cetera Closes on Avantax Acquisition
Cetera Closes on Avantax Acquisition
Nov 27, 2023
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1 Min Read
byDiana Britton, Managing Editor
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M&A
Kingswood SPAC Gets Another Extension to Complete Wentworth Merger
Kingswood SPAC Gets Another Extension to Complete Wentworth Merger
Nov 18, 2023
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1 Min Read
byDiana Britton, Managing Editor
chris-walters-blucora-1.jpg
M&A
Avantax CEO Chris Walters Will Step Down After Merger With Cetera
Avantax CEO Chris Walters Will Step Down After Merger With Cetera
Nov 13, 2023
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1 Min Read
byDiana Britton, Managing Editor
LPL Financial
M&A
LPL Opens Acquisition Model to External Advisors
LPL Opens Acquisition Model to External Advisors
Sep 26, 2023
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1 Min Read
byAli Hibbs, Reporter
cetera office
M&A
Some Avantax Advisors Wary in Wake of $1.2B Acquisition Announcement
Some Avantax Advisors Wary in Wake of $1.2B Acquisition Announcement
Sep 15, 2023
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1 Min Read
byDiana Britton, Managing Editor
cetera office
M&A
Cetera Retains 91% of Securian Advisors After Acquisition
Cetera Retains 91% of Securian Advisors After Acquisition
Aug 10, 2023
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1 Min Read
byPatrick Donachie, Senior Reporter
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Sponsored Content
The ABCs of a Successful Acquisition
The ABCs of a Successful Acquisition
Jul 5, 2023
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M&A
Altruist Raises $112M on the Heels of SSG Acquisition
Altruist Raises $112M on the Heels of SSG Acquisition
Apr 12, 2023
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1 Min Read
byDiana Britton, Managing Editor
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M&A
WealthStack Roundup: Untangling Motive and Clearlake's Acquisition of Mediant Communications
WealthStack Roundup: Untangling Motive and Clearlake's Acquisition of Mediant Communications
Mar 3, 2023
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1 Min Read
byDavis Janowski - Moderator, Senior Technology Editor
Focus Financial CEO Rudy Adolf
M&A
Focus Goes Private After Acquisition by PE Firm
Focus Goes Private After Acquisition by PE Firm
Feb 27, 2023
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1 Min Read
byPatrick Donachie, Senior Reporter
FNZ
M&A
FNZ Expanding US Footprint With YieldX Acquisition
FNZ Expanding US Footprint With YieldX Acquisition
Jan 19, 2023
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1 Min Read
byRob Burgess, Technology Reporter
Wall Street NYSE
M&A
Bankers to See Bonuses Plunge Amid Drop in Mergers, Stock Sales
Bankers to See Bonuses Plunge Amid Drop in Mergers, Stock Sales
Nov 15, 2022
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1 Min Read
byKatherine Doherty

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