In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others.
The acquisition of $100 million AUM Sommers Financial Management continues Wealthcare's burgeoning inorganic growth strategy.
As one year ended and another began, RIA acquirers didn’t miss a beat.
Ben Harrison to take full control of the Wealth Solutions division.
New research from WealthManagement.com's WMIQ suggests firms are inhibiting growth by minimizing, and in many cases mishandling, marketing and client communications.
The Ascent Group adds $2.8 billion to Alera's retirement plan and RIA businesses, as well as a proprietary TAMP.
Recent filings with the SEC indicate that the Kingswood/Wentworth deal is on track to close early this year, despite the difficult environment for SPACs.
Most firms believe the M&A market will cool in the coming year but have high expectations for their own growth.
From intro to announcement, the transition to Kestra’s RIA acquirer was surprisingly easy, firm leaders said.
