Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Cetera Acquires $1.9B Avantax-Affiliated Wealth Business
By John ManganaroDarnall Sikes Wealth Partners serves high-net-worth individuals, business owners and their families.
January 15, 2026
Raymond James to Buy $46B Clark Capital ManagementThe firm will become an independent boutique investment manager within Raymond James Investment Management.
January 13, 2026
Retail Channel Market Share Nears Parity With Institutional: CerulliWirehouses are managing $6.1 trillion in retail assets while independent RIAs manage $3.5 trillion, research finds.
January 13, 2026
Creative Planning Scoops Up Swiss Wealth FirmThe deal is the mega-RIA's first international acquisition.
January 06, 2026
Mariner Acquires Two RIAs With $1.8B in AssetsThe RIA firm has scooped up First National Advisors in Massachusetts and Strava Wealth in Pennsylvania.
December 22, 2025
RIA Succession Planning Reaches Breaking Point: DeVoeTwo-thirds of industry executives see it as a major issue, a report finds, with less next-gen confidence.
December 22, 2025
Janus Henderson to Be Acquired for $7.4BTrian Fund Management and General Catalyst Group are buying the asset manager in an all-cash deal.
December 16, 2025
What RIAs Should Ask Before They Sign Minority DealsToo many buyers talk a big game but won’t do the work required of good partners.