Browsing Tag
Mergers and Acquisitions (M&A)
142 posts
2025 Projected to be Most Active Year Ever for RIA Deals
ECHELON Partners’ new M&A Deal Report shows first three months of year were second most active on record behind only Q4 2024
RIA M&A Sees Record-Breaking Activity in Q1 2025
The high comes off a record 2024 with 272 transactions, reports DeVoe & Company
LPL Financial Buys Commonwealth in $2.7B Deal
Commonwealth's conversion to the LPL platform is expected to be completed in mid-2026
Corporate Roundup: Waverly Advisors Acquires GGM, Wealth Enhancement Merges with Marcum Wealth
The latest news from Waverly Advisors, Wealth Enhancement, BlackRock, SS&C Technologies, and more
Wealth Enhancement Acquires Two RIAs
The acquirer bought RIAs in Maine and Oregon
Mariner Buys $292B Cardinal Investment Advisors
The acquisition will grow Mariner's AUA to $550 billion for the first quarter of the year
Paychex Acquiring Rival Paycor in $4.1B Deal
Deal between payroll providers creates one of the most comprehensive suites of human capital management solutions for organizations of all sizes
MAP Retirement Merging with Pension Plan Specialists
Strategic step will enhance retirement plan services and expand national presence
How Company Mergers Affect Retirement Plans with Inspira Financial’s Pete Welsh
In this episode, we sit down with Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial,…
Alera Group Buys SRPC
As part of the transaction, SRPC team members will continue to serve clients in their existing roles