April 2, 2020
Panel Discussion: The Current State of the RIA M&A Market
Steven Levitt, Park Sutton Advisors
Sponsored by Oak Street Funding®, Park Sutton Advisors® and Mercer Advisors™
October 17, 2019
Private Wealth Managers, Succession Plans: Handing Off the Baton
Steven Levitt, Park Sutton Advisors
Sponsored by CFA Society New York
October 2-3, 2019
RIA M&A Event
Sponsored by Dimensional Fund Advisors in Charlotte, NC
June 26-28, 2019
RIA Advisory Board
Steven Levitt, Park Sutton Advisors
Sponsored by Oak Street Funding in South Bend, IN
June 17-18, 2019
Fidelity Alternative Fees Think Tank Day: Implications of Fee Structure on Valuation and Deal Structure
Steven Levitt, Park Sutton Advisors
Sponsored by Fidelity Clearing & Custody Solutions
May 16, 2019
M&A Trends in 2019
Cheryl Bicknell, Mariner Wealth Advisors
Steven Levitt, Park Sutton Advisors
Sponsored by Barron’s Top Independent Women Advisors in Palm Beach, FL
May 17, 2018
Mergers & Acquisitions: What Works & Why
Sponsored by Barron’s Top Independent Women Advisors in Palm Beach, FL
March 15, 2018
Mergers & Acquisitions: Finding the Formula for Success
Moderator: Steven M. Levitt
Sponsored by Barron’s Top Independent Advisors in Orlando, FL
April 30, 2021
Behind the RIA’s purchase of Dallas-based Wealthstreet Investment Advisors.
April 30, 2021
April 1, 2021
Beacon Pointe buys $1.2bn Dallas RIA in biggest deal yet
March 8, 2021
Wells Fargo unit sale hailed as opportunity
March 8, 2021
Focus Adds Partner Firm as Other PE-Backed Buyers Strike
January 12, 2021
Ex-Fiduciary Network execs buy into $4.4bn RIA
January 12, 2021
‘Some people rushed’: Behind the recent surge in RIA M&A
November 12, 2020
CI Financial’s Spending Spree: What It Says About US Wealth Management
March 23, 2020
RIA Mergers Continue But Coronavirus Slowdown Likely
March 18, 2020
Coronavirus Impact on M&A Market for Financial Advisory Firms
January 22, 2020
RIA Sellers Overvalue Their Firms, According to Fidelity Report.
June 27,2019
Fiduciary Network bolsters roster with $850M acquisition
June 10,2019
June 1, 2019
May 3, 2019
New-look HighTower hires Abby Salameh and takes a ‘Hurley-style’ stake in a $4.8 billion DFA RIA
April 24, 2019
How Mariner keeps up its furious buying pace
April 22, 2019
Who will buy United Capital and why?
April 18, 2019
March 27, 2019
Valerie Newell: Keys to Building a $3B Practice
October 15, 2018
FinancialPlanning – Meet the $3B RIA that wants to go national
August 22, 2018
FinancialPlanning – RIA deal reporting is opaque and confusing. What gives?
June 29, 2018
Peapack-Gladstone Financial Corporation to Acquire Lassus Wherley & Associates, P.C.
June 26, 2018
How to Finance a Succession Plan
June 25, 2018
Advisor Perspectives – What RIAs Should Know When Selling Their Practices
June 18, 2018
RIABiz – One year on, John Copeland’s roll-up growth is slow but expectations remain steadfast for big snowball
May 14, 2018
RIABiz – A maverick RIA and a bank walked into a bar in 2006, 2011 and 2014. It’s all settling out in a 2018 M&A & spin-off pub crawl
April 13, 2018
FundFire – Size Advantage Dwindles as Small Managers Level Playing Field
April 11, 2018
Ultimus Fund Solutions Acquires Private Fund Servicing Business
March 12, 2018
SS&C Announces Acquisition of CACEIS North America, a subsidiary of Credit Agricole S.A.