Added on January 2018 in M&A Issues
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Summary: Dynasty Financial Partners affiliated RIA DB Root has dipped its toe in the M&A space for the first time. It made a pair of deals that will position it to grow its retirement business, which the firm says isn’t currently getting a significant amount of attention.
Added on January 2018 in M&A Issues
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Summary: The largest insurance company-owned independent broker-dealer has boosted its investment in advisory services, bucking the trend of such firms’ retreat from the space.
Added on January 2018 in M&A Issues
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Summary: Merger and acquisition activity in the advisory space will continue to heat up, with experts in the field agreeing that industry consolidation is taking hold.
Added on January 2018 in M&A Issues
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Summary: Hanson McClain Advisors, tapping funds from Parthenon Capital Partners, its private equity partner, is merging with Simply Money Advisors, headed by Nathan Bachrach and Ed Finke.
Added on December 2017 in M&A Issues
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Summary: Financial advisors’ value will grow in 2018, on the strength of new technology tools, M&A deals and a sense of relief around the fiduciary rule.
