Mergers and Acquisitions

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

BNY Approached Northern Trust for Merger Talks: Report

June 23, 2025

BNY Approached Northern Trust for Merger Talks: Report
Mariner Nabs Integrated Partners Exec to Lead Indie Channel

June 20, 2025

Mariner Nabs Integrated Partners Exec to Lead Indie Channel
Osaic Buys $13.5B Boston-Based RIA 

June 17, 2025

Osaic Buys $13.5B Boston-Based RIA 
Cetera to Commonwealth Advisors: We Know You’re Not Happy

June 16, 2025

Cetera to Commonwealth Advisors: We Know You’re Not Happy
Atlanta Advisors With $2.6B Launch RIA With Dynasty

June 12, 2025

Atlanta Advisors With $2.6B Launch RIA With Dynasty
Bluespring Merges Two Wealth Management Shops in Texas

June 10, 2025

Bluespring Merges Two Wealth Management Shops in Texas
RIA Succession Planning Options: 8 Things to Know

June 09, 2025

RIA Succession Planning Options: 8 Things to Know