Mergers & Acquisitions

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  1. Articles

    FolioDynamix wealth platform acquired in $199 million deal

    Cloud tech firm Actua will acquire an approximately 97% primary equity interest.

  2. Articles

    Advisers boost assets by 21%, helped by new clients, market gains

    It's a good time to be an adviser, new InvestmentNews study shows, as assets, revenue, profit margins all climbed last year.

  1. Articles

    A user's guide to this week's "Fedspeak"

    On this morning's Breakfast with Benjamin menu, a guide to the Fed's upcoming comments, Calpers sends hedge funds out to pasture, getting on the stock-split bandwagon, and more.

  2. Articles

    Meet the next wave of $1B advisory firms

    This is an excerpt from the 2014 InvestmentNews Financial Performance Study of Advisory Firms. To order the full study (available now), click here.

  3. Articles

    Advisers struggle to make acquisitions work

    In the wake of acquisitions, only about 25% of advisers were “very satisfied” with buying another adviser's book of business, according to a new survey.

  4. Articles

    What IBD consolidation means for advisers

    With high M&A deal pace set to continue, here's how the most common deal structures could affect advisers

  5. Articles

    How much is an RIA acquisition really worth?

    Strong growth and future prospects are just two things that make an RIA acquisition candidate more valuable.

  6. Articles

    RIA industry still waiting for perfect storm to drive M&A activity

    Markets are up and acquirers are on the prowl, but industry consolidation isn't spiking, says Schwab.

  7. Articles

    Warren Buffett's tax fairness doublespeak

    In today's Breakfast with Benjamin, Warren Buffett's fails to put his money where his mouth is, Canada finds a sensible way to stop corporate inversions, the Fed pushes rate-hike rumors out to the end of next year, and more.

  8. Articles

    The Fed should raise rates, but it won't

    Breakfast with Benjamin: The Fed should raise rates but... Plus: Financial advisers turn to options investing; the French government calls it quits; the SEC goes after asset-backed bonds; another Obamacare surprise; and what is really the most important meal of the day

  9. Articles

    $450 million hybrid RIA network launches with LPL

    Financial Advocacy Network, a collective of 13 advisers with $450 million in assets, is hoping to grow to $1 billion in five years

  10. Articles

    Schorsch picks up yet another midsize IBD

    Nicholas Schorsch continues to add midsize independent broker-dealers to the Cetera Financial Group Network, and on Wednesday night announced plans to acquire Girard Securities Inc.

  11. Articles

    Bill Gross disciple takes down the 'Bond King'

    This edition of Breakfast with Benjamin covers Bill Gross getting beaten at his own game, the SEC's focus on liquid alt funds, Obama's attack on corporate inversions, and more.

  12. Articles

    Integration of Schorsch BD empire gets underway

    RCS Capital Corp. is beginning to tie together its nine disparate retail broker-dealers, and on Tuesday morning said it will offer services from one broker-dealer across the various platforms of the others. Included in those changes will be combining due diligence and research groups at the start

  13. Articles

    Ladenburg Thalmann acquires KMS Financial Services

    Ladenburg Thalmann Financial Services Inc. continued to expand in size and geography on Monday by purchasing independent broker-dealer KMS Financial Services Inc. in a $24 million deal.The acquisition, which consists of cash, notes and stocks, gives the Miami-based Ladenburg a foothold in Seattle,