Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
NewEdge Nabs $1.25B Minnesota Team From UBS
By Rob BurgessNewEdge Wealth now has more than 70 advisors serving UHNW clients across 22 locations.
September 23, 2026
Corient Adds $2.6B Multifamily Office in Cayman IslandsThe Miami-based firm manages about $572 billion globally.
September 22, 2026
Kay Lynn Mayhue to Be CEO of Merit Financial AdvisorsFounder Rick Kent will transition to executive chairman, and Zach Mersberger will take over as president.
September 22, 2026
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Efficiency Creator or 'Deal Killer'? David DeVoe Is Watching AIThe M&A consultant also discusses the rise of the "meta RIA" and why private equity in wealth management isn't so bad.
September 15, 2026
Creative Planning to Buy Consulting Firm With $4.3T in AUAThe acquisition of RVK will help institutional clients navigate complex financial decisions, CEO Peter Mallouk says.
September 14, 2026
Investors Wonder About Aquarian-Brighthouse Deal TimelineAquarian says it has a track record of investing in the insurance businesses it acquires.
September 10, 2026
Why the Envestnet-Vestmark Deal Matters for AdvisorsThe transaction, experts say, will increase advisors' capabilities while moving Envestnet further into the BD space.
September 09, 2026
Envestnet to Buy VestmarkWhile Envestnet has focused on indie BDs and RIAs, Vestmark is geared to wirehouses and others with institutional-grade trading operations.