Insights

Oct 29

Neuberger Berman takes minority stake in $245bn Mariner Wealth Advisors

Asset manager Neuberger Berman has agreed to make a minority investment in mega-RIA Mariner Wealth Advisors, which oversees $245bn in...

Oct 21

Hightower agrees to buy majority stake in $1.7tn investment consultancy NEPC

Independent wealth management giant Hightower has agreed to acquire NEPC, an institutional investment consultancy with roughly $1.7tn in...

Oct 21

PE-backed Lido Advisors agrees to merge in $3bn Pegasus Partners

Lido Advisors, a Los Angeles-based RIA with over $24bn in assets under management, revealed Monday that it has agreed to merge in Pegasus...

Sep 29

TPG Takes Minority Stake In Creative Planning; Firm Reportedly Valued At $15 Billion

It's been confirmed that San Francisco private-equity firm TPG is taking a minority stake in the Overland Park, Kan.-based RIA firm...

Sep 19

Cerity Partners Merges With VC Firm Touchdown

Cerity Partners, a New York City-based independent wealth management firm, today announced that it is merging with Touchdown Ventures, a...

Sep 17

EP Wealth Buys Atlanta RIA With $1.1B AUM

EP Wealth Advisors today announced that it has acquired CornerCap Investment Counsel LLC, an Atlanta-based firm with nearly $1.1 billion...

Sep 3

Mercer Advisors Buys Connecticut Firm With $412M In AUA

Mercer Global Advisors today announced the acquisition of Benchmark Wealth Management LLC, a financial planning and wealth management...

Aug 8

Corient Acquires New RIAs With A Total Of Almost $6 Billion In Assets

In July, Canadian-based asset manager CI Financial’s U.S. wealth management division Corient acquired two RIAs with nearly $6 billion in...

Booth & Company