Mergers and Acquisitions

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

Not All RIA Consolidation Is Created Equal: Joe Duran

July 07, 2025

Not All RIA Consolidation Is Created Equal: Joe Duran
Public, Private or PE? Commonwealth Advisors (and Others) Have Decisions to Make

June 26, 2025

Public, Private or PE? Commonwealth Advisors (and Others) Have Decisions to Make
Envestnet to Sell Yodlee to PE Firm

June 26, 2025

Envestnet to Sell Yodlee to PE Firm
Elevation Point Stakes $2.5B Ex-UBS Team

June 23, 2025

Elevation Point Stakes $2.5B Ex-UBS Team
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