M&A

The latest M&A tips and news closing out 2023 includes updates on Osaic, Focus, Cetera and Creative Planning and key advice when seeking financing for deals.

The Peter Mallouk-led firm isn't done adding to its arsenal in 2023.

The key questions revolve around allocation, entity structure, planning strategies and a range of other issues requiring professional help, according to five experts.

Pondering her firm's future on walks during the pandemic, the founder of an independent RIA decided she needed a bigger partner.

Firm CEO sees benefits in acquisitions rather than recruiting, in part because they allow for "client continuity."

Nepsis, a Minneapolis-based financial advisory and investment management firm, has acquired Sevenich, Butler, Gerlach, & Brazil, a tax, accounting and consulting firm in Saint Paul, Minnesota.

Intuit announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.

Shirl Penney and other firm leaders discussed the firm's ambitions and plans in the M&A market.

Both private equity-backed acquirers made deals to purchase billion-dollar advisory firms.

The Canadian asset manager's U.S. wealth arm was highlighted for growth in revenue and earnings