Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
How Private Equity Impacts Indie Wealth Managers
By Alan MooreIndependent advisors want to focus on their firms' values and plans, but private equity's views may not allign with them.
July 22, 2025
Orion Clients Surge to $5 Trillion in AssetsAssets served by advisors using the firm's technology have grown 35% since 2023.
July 18, 2025
RIA Deals Set a First-Half Record: DeVoeDealmaking surged despite stock market turmoil, shifting interest rate expectations and geopolitical shocks.
July 15, 2025
Hightower Names Longtime Goldman Exec as Chief Advisory OfficerScott Hadley is filling the new role at the wealth manager, tasked with overseeing advisor engagement and support.
July 10, 2025
Sanctuary Wealth Adds $580M Private Wealth AdvisorThe news comes about two months after the hybrid RIA added a $2.2 billion group from UBS.
July 10, 2025
Steward Partners Acquires $1.1B TeamConsilium Wealth is based in the San Francisco Bay Area and led by John Seo, CFP.
July 08, 2025
Merit Wins New Backing From Constellation as WPCG ExitsConstellation Wealth Capital has backed other wealth management firms, including a $150 million minority stake in Cresset.
July 07, 2025
Not All RIA Consolidation Is Created Equal: Joe DuranThe Rise Growth Founder discusses how fast growth impedes "real integration" and who might buy Edelman Financial Engines.