Articles tagged "M&A"


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Roll-up-like deals back on the rise in first quarter as RIAs look for succession plans

National acquisition firms accounted for more than half of deals, with HighTower the big buyer

April 19, 2012 — 5:20 AM UTC

Mariner Wealth Advisors buys a $1.3 billion wealth manager that first unwound its ties to a bank

CEO says Kansas firm will also add 100 advisors in its quest to become $50 billion company

February 2, 2012 — 4:34 PM UTC

RIA deals fizzle in the fourth quarter but big-paying banks are getting back into the game

Schwab's latest numbers are a sobering reminder the M&A boom may remain elusive

January 26, 2012 — 6:14 AM UTC

David DeVoe, Schwab's RIA M&A chief, leaves to start his own shop

Nick Georgis is taking over the position as the former M&A czar launches ambitious venture

November 21, 2011 — 3:30 PM UTC

Schwab redefines RIAs in its M&A study but experts say further refinement is needed

Registered Investment Advisors have $50 million of AUM and serve HNW investors

August 18, 2011 — 4:33 AM UTC

Record year for RIA M&A after giant fourth quarter, Schwab study says

Buyers and sellers both have stronger motivations

February 2, 2011 — 6:07 AM UTC

RIA M&A activity sizzles toward a record number of deals in 2010

Last year's pent-up demand got unleashed and conditions are improving, according to Schwab data

November 10, 2010 — 5:25 AM UTC

Beware the time goblins in M&A deals

Ask these eight questions before shopping for advisory practices

October 30, 2009 — 3:41 AM UTC
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