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M&A
Bankers to See Bonuses Plunge Amid Drop in Mergers, Stock SalesBankers to See Bonuses Plunge Amid Drop in Mergers, Stock Sales

Base salaries expected to increase 4% to 5% for a second straight year.

byKatherine Doherty
Nov 15, 2022
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1 Min Read
retail acquisitions
M&A
Net Lease REITs and Private Aggregators Increase Retail Acquisitions TargetsNet Lease REITs and Private Aggregators Increase Retail Acquisitions Targets
byJenn Elliot
Oct 3, 2022
1 Min Read
ubs-wealthfront.jpg
M&A
UBS and Wealthfront Announce Termination of Planned $1.4B MergerUBS and Wealthfront Announce Termination of Planned $1.4B Merger
byWealthManagement.com Staff
Sep 2, 2022
1 Min Read
Orion office logo
M&A
Orion to Pull Back on Acquisitions, Focus on IntegrationOrion to Pull Back on Acquisitions, Focus on Integration
byDiana Britton
Sep 1, 2022
1 Min Read
houses graph
M&A
Some SFR Investors Are Slowing Their Pace of Acquisitions. What Does This Portend?Some SFR Investors Are Slowing Their Pace of Acquisitions. What Does This Portend?
byBuck Wargo
Aug 31, 2022
1 Min Read
advisor-group-office.jpeg
M&A
Advisor Group Raises $500M in Debt for B/D AcquisitionsAdvisor Group Raises $500M in Debt for B/D Acquisitions
byDiana Britton
Aug 10, 2022
1 Min Read
Allianz.jpg
Sponsored Content
WMIQ Study: Retirement Income Planning in a World of Greater Risk
WMIQ Study: Retirement Income Planning in a World of Greater Risk
Jul 26, 2022
Edge_BarseandFisher_TN.jpg
M&A
Vance Barse and James Fisher on Finding the Right Fit for Acquisitions
Vance Barse and James Fisher on Finding the Right Fit for Acquisitions
Jul 4, 2022
byWealthManagement.com Staff
Smarsh
M&A
A Boom In Texting Spurs Latest Smarsh Acquisition
A Boom In Texting Spurs Latest Smarsh Acquisition
May 17, 2022
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
OakbridgePartners.jpg
M&A
Homrich Berg Makes Largest Acquisition Yet for $1.5B RIA in Its Backyard
Homrich Berg Makes Largest Acquisition Yet for $1.5B RIA in Its Backyard
Apr 4, 2022
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1 Min Read
byDiana Britton, Managing Editor
wework-office.jpg
M&A
WeWork Buys Coworking Startup in First Acquisition Since Neumann
WeWork Buys Coworking Startup in First Acquisition Since Neumann
Jan 25, 2022
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1 Min Read
byBloomberg
laird-norton.jpg
M&A
Laird Norton, Wetherby Merger to Create $15B RIA
Laird Norton, Wetherby Merger to Create $15B RIA
Jan 10, 2022
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1 Min Read
byDiana Britton, Managing Editor
Rob-Francais-aspirant.png
M&A
Aspiriant Announces First Merger Since 2017
Aspiriant Announces First Merger Since 2017
Dec 1, 2021
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1 Min Read
byDiana Britton, Managing Editor
warehouse interior
M&A
Sovereign Wealth Funds Pick Up Pace on U.S. Industrial Acquisitions
Sovereign Wealth Funds Pick Up Pace on U.S. Industrial Acquisitions
Oct 5, 2021
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1 Min Read
byTom Martin, Contributing Writer
magnifying glass real estate
M&A
To Deploy Capital More Efficiently, Investors Bring In Outside Acquisition Help
To Deploy Capital More Efficiently, Investors Bring In Outside Acquisition Help
Oct 4, 2021
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1 Min Read
byJenn Elliot, Contributing Writer
RIA Edge Podcast with Mark Bruno
M&A
RIA Edge: Building a Truly Integrated RIA Following a Merger or Acquisition
RIA Edge: Building a Truly Integrated RIA Following a Merger or Acquisition
Sep 17, 2021
byMark Bruno, Managing Director, Wealth Management
apartment buildings exterior
M&A
What IRT’s Proposed Merger with Steadfast Hopes to Accomplish
What IRT’s Proposed Merger with Steadfast Hopes to Accomplish
Aug 31, 2021
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1 Min Read
byBendix Anderson
newspapers-laptop.jpg
M&A
TIFIN Makes Second Media Acquisition, Adding StockNews.com
TIFIN Makes Second Media Acquisition, Adding StockNews.com
Aug 24, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
Jeff Dekko
M&A
Wealth Enhancement Group's Latest Acquisition Pushes AUM to $39B
Wealth Enhancement Group's Latest Acquisition Pushes AUM to $39B
Aug 5, 2021
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1 Min Read
byAsia Martin, Reporter
Broadridge to Integrate Tifin, Remote Work Taxes Tech, AssetMark Completes Voyant Acquisition
M&A
Broadridge to Integrate Tifin, Remote Work Taxes Tech, AssetMark Completes Voyant Acquisition
Broadridge to Integrate Tifin, Remote Work Taxes Tech, AssetMark Completes Voyant Acquisition
Jul 9, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
voya-financial-sign.jpg
M&A
Exclusive: Cetera Retains Over 90% of Voya’s Advisors in Acquisition
Exclusive: Cetera Retains Over 90% of Voya’s Advisors in Acquisition
Jun 9, 2021
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1 Min Read
byDiana Britton, Managing Editor
Ian Rosen TIFIN Group
M&A
TIFIN Group Launches $100 Million Financial Media Acquisition Spree
TIFIN Group Launches $100 Million Financial Media Acquisition Spree
May 26, 2021
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
dowling-yahnke.jpeg
M&A
CI Financial Enters San Diego with Dowling & Yahnke Acquisition
CI Financial Enters San Diego with Dowling & Yahnke Acquisition
May 10, 2021
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1 Min Read
byAsia Martin, Reporter
Oranj
M&A
SEI's Oranj Acquisition: A Shot in the Arm for Its Advisor Unit?
SEI's Oranj Acquisition: A Shot in the Arm for Its Advisor Unit?
Apr 1, 2021
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1 Min Read
bySamuel Steinberger, Senior Technology Editor
businessman-window-papers.jpg
M&A
Kestra-Backed Bluespring Rolls Out Post-Acquisition Program for Firm Owners
Kestra-Backed Bluespring Rolls Out Post-Acquisition Program for Firm Owners
Mar 4, 2021
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1 Min Read
byDiana Britton, Managing Editor
ledecky.jpg
M&A
Clearing House Apex in Merger Talks With Ledecky’s SPAC
Clearing House Apex in Merger Talks With Ledecky’s SPAC
Feb 12, 2021
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1 Min Read
byCrystal Tse (Bloomberg)
morgan stanley
M&A
Morgan Stanley’s Wealth Assets Up 48% on E*Trade Acquisition
Morgan Stanley’s Wealth Assets Up 48% on E*Trade Acquisition
Jan 20, 2021
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1 Min Read
byAsia Martin, Reporter
gap-between-two-parts.jpg
M&A
Top 5 Mistakes Buyers Make When Integrating Acquisitions
Top 5 Mistakes Buyers Make When Integrating Acquisitions
Jan 11, 2021
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1 Min Read
byMatt Sonnen, COO
Raymond James Financial
M&A
Raymond James Announces Acquisition of Boutique Investment Bank
Raymond James Announces Acquisition of Boutique Investment Bank
Dec 17, 2020
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1 Min Read
byDiana Britton, Managing Editor
Seismic office
M&A
In Seismic's Acquisition of Grapevine6, a Look Ahead
In Seismic's Acquisition of Grapevine6, a Look Ahead
Dec 4, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com
NYC
M&A
CI Financial Continues Acquisition Spree With Push Into New York
CI Financial Continues Acquisition Spree With Push Into New York
Nov 11, 2020
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1 Min Read
byAsia Martin, Reporter
stavis-cohen.jpg
M&A
CI Financial Marks 10th U.S. RIA Acquisition With Stavis & Cohen Deal
CI Financial Marks 10th U.S. RIA Acquisition With Stavis & Cohen Deal
Nov 4, 2020
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1 Min Read
byPatrick Donachie, Senior Reporter
Eaton Vance
M&A
Eaton Vance Completes Acquisition of WaterOak Advisors
Eaton Vance Completes Acquisition of WaterOak Advisors
Nov 2, 2020
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1 Min Read
byAsia Martin, Reporter
merger bridge
M&A
Three Factors for a Successful RIA Merger
Three Factors for a Successful RIA Merger
Oct 30, 2020
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1 Min Read
byHarris Baltch, Head of M&A and Capital Strategies
LPL Financial
M&A
For LPL, Blaze Acquisition Is a Strategic Look Toward the Future
For LPL, Blaze Acquisition Is a Strategic Look Toward the Future
Oct 29, 2020
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1 Min Read
byDavis Janowski, Senior Technology Editor, WealthManagement.com

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