Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
LPL's Atria Network to Lay Off 169 Employees
By Dinah Wisenberg BrinThe employees will be let go this summer in California, New York and Texas, state records show.
May 09, 2025
LPL CEO Pledges Continuity for Commonwealth AdvisorsRich Steinmeier detailed the firm's efforts to woo them on LPL's Q1 earnings call.
May 08, 2025
Mercer Roars Past 100th AcquisitionThe milestone is important, said CEO Dave Welling, but he emphasized that organic growth also remains paramount.
May 07, 2025
AdvicePay Buys Compensation Software FirmThe platform says the acquisition of AdvisorBOB is “a strategic step" to further help fee-based planners.
May 05, 2025
Raymond James to Buy Stakes in Some Advisor PracticesThe program "addresses the challenges they face when monetizing their practice," said Emma Boston, head of strategic operations.
May 01, 2025
What the LPL-Commonwealth Deal Means for AdvisorsOn May 21, an expert panel will dive into its effects on advisor movement, compensation, services and more.
April 24, 2025
10 Biggest Wealth Management Deals: Q1 2025The biggest deal of the first three months of the year, as tracked by Echelon Partners, may surprise you.
April 21, 2025
Why We're Enhancing Our Focus on Recruiting MomentumWe're broadening coverage of this topic to help advisors make well-informed decisions about switching firms.