Mergers and Acquisitions

Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.

Mercer Adds $2B Wealth Team in Oklahoma

June 03, 2025

Mercer Adds $2B Wealth Team in Oklahoma
Focus Partners Acquires $9.4B RIA Firm in L.A.

May 30, 2025

Focus Partners Acquires $9.4B RIA Firm in L.A.
LPL's Atria Network to Lay Off 169 Employees

May 23, 2025

LPL's Atria Network to Lay Off 169 Employees
Hightower Stakes $2B Aviation-Focused Wealth Group

May 22, 2025

Hightower Stakes $2B Aviation-Focused Wealth Group
Hightower Takes Stake in $3.8B Bicoastal Wealth Firm

May 14, 2025

Hightower Takes Stake in $3.8B Bicoastal Wealth Firm
LPL CEO Pledges Continuity for Commonwealth Advisors

May 09, 2025

LPL CEO Pledges Continuity for Commonwealth Advisors
Mercer Roars Past 100th Acquisition

May 08, 2025

Mercer Roars Past 100th Acquisition