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 at 5:20 AM
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 at 4:34 PM
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 at 6:14 AM
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 at 3:30 PM
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 at 4:33 AM
Record year for RIA M&A after giant fourth quarter, Schwab study says
Buyers and sellers both have stronger motivations
February 2, 2011 at 6:07 AM
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 at 5:25 AM
Beware the time goblins in M&A deals
Ask these eight questions before shopping for advisory practices
