Competitive threats are lurking beneath the surface of the dominant industry headlines about the massive growth…
Tag: M&A
Osaic to buy fee-only RIA CW Advisors
Fresh off consolidating eight previously acquired broker-dealers under its brand, Osaic is embarking on its biggest…
Simon Quick Advisors stays free of PE with latest deal
Chris Moore of Simon Quick Advisors doesn’t think there’s necessarily anything wrong with accepting private equity…
Judge sentences advisor who sold to WEG in fraud case
A disgraced investment advisor who sold her practice to Wealth Enhancement Group before becoming the subject…
Is scale a necessary evil in wealth management?
What do Morgan Stanley, Schwab, Edward Jones and Creative Planning have in common? Louis Diamond is…
How financial advisors can avoid bad private equity deals
Private equity investors’ pitches to financial advisors often feature tempting bid prices and promises for the…
How consolidators balance RIA autonomy, platform uniformity
With thousands of independent advisory firms spread across the U.S., the wealth management industry remains highly…
The perks and pitfalls of Raymond James’ equity offers
Raymond James is offering its independent advisors a deal: If they need cash to invest in…
Q1 Has Lowest Insurance Agency M&A in 5 Years; Mega Deals Coming?
The first three months of 2025 were the slowest quarter for insurance agency mergers and acquisitions…
Fivetran acquires Census to become end-to-end data movement platform
After nearly 13 years in business, Fivetran will now be able to offer its customers an…
Flex acquires a16z-backed Maza for $40M as fintech M&A heats up
Flex, a startup that offers personal finance software for business owners, has acquired Maza, a finance…
Why OpenAI wanted to buy Cursor but opted for the fast-growing Windsurf
Anysphere, maker of AI coding assistant Cursor, is growing so quickly, it’s not in the market…
OpenAI is reportedly in talks to buy Codeium for $3B, with news expected later this week
Codeium, the maker of a popular AI coding assistant tool Windsurf, is in talks to be…
Startup funding hit records in Q1. But the outlook for 2025 is still awful.
Startups attracted $91.5 billion in venture capital funding in Q1, according to the latest report from…