Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
LPL-Commonwealth Story 'Isn't Finished': Cetera CEO
By John ManganaroLPL’s acquisition is officially on the books, but Mike Durbin says the dust is far from settled.
December 09, 2025
Want to Grow? Keep Doing the Right Things, Over and OverMerit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.
November 24, 2025
Cetera Confirms New Round of LayoffsA spokesperson characterized the firings as a "small workforce reduction" focused on streamlining operations.
November 21, 2025
Merit Adds $1.2B, Proprietary HNW Planning Technique via Blueprint AcquisitionThe deal expands Merit's presence in Illinois and Wisconsin, including entry into the Chicago market.
November 19, 2025
LPL Takes Minority Stake in Private Advisor GroupLPL joins Merchant Investment Management as a minority owner of the financial services firm, alongside legacy shareholders.
November 12, 2025
Mercer Makes First ‘Tax-Only’ AcquisitionThe deal mirrors moves made by other wealth management firms interested in deepening their in-house tax expertise.
November 11, 2025
7 Things Fitch Says About Aquarian's $4.1B Brighthouse DealThe rating agency does not like Brighthouse's annuity guarantees.
November 07, 2025
Aquarian's $4.1B Brighthouse Deal Shows Annuity Party Is Still RollingThe private equity firm said it's making the acquisition with "committed financing," without adding to its debt.