Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Corient Adds $4.9B New York RIA
By Rob BurgessFounded by Larry Cohen, Seven Bridges Advisors is a multi-family office and wealth manager.
July 17, 2026
Inside Clark Capital's $45B Growth RunMany advisors consider the asset manager, acquired by Raymond James, an extension of their own offices, execs say.
July 16, 2026
Commonwealth Laying Off Home Office Staff: ReportThe move comes as LPL Financial integrates the firm, which it acquired in 2025.
July 16, 2026
Nearly a Third of Commonwealth Advisors Left After LPL Acquisition: ReportRaymond James has been a major destination for former Commonwealth wealth management professionals.
July 07, 2026
Hightower Adds 3 Practices With $5B to Signature Wealth ChannelThe branded RIA unit has grown to $35 billion in AUM since its launch in March 2025.
June 25, 2026
Succession Planning Is Wealth Management's Defining Talent CrisisFor the next generation, the ownership path has never been clearer — or more out of reach.
June 15, 2026
Dynasty Launches Consulting Group, Plans to Buy Branding Firm"We are building the consulting business of the future," said CEO Shirl Penney.
June 12, 2026
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Are More Life and Annuity Issuers Set to Merge?The Corebridge-Equitable deal has other CEOs thinking about additional M&As. Here's what a deal surge could mean for advisors and for the industry.