Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Aquarian Strikes $4.1B Deal for Brighthouse
By Alexandre RajbhandariRecently, private equity firms have been acquiring life insurers for their stable capital and to boost their investment capabilities.
November 05, 2025
Madison Dearborn Forges $580B Firm Under Wealthspire BrandFormer Wealthspire Advisors CEO Michael LaMena will lead the new organization, which unites the NFP units acquired from Aon.
November 03, 2025
MAI Completes Evoke Advisors Acquisition, Creating $65B Wealth EnterpriseMAI has also made new leadership appointments to help guide the combined firm’s next chapter of growth.
October 31, 2025
Steward Partners Execs Reflect on 12 Years of GrowthThe financial services firm sailed past $40 billion in total assets and aims to double the business in short order.
October 31, 2025
LPL Reports 80% Commonwealth Retention So Far, Sticks to Higher TargetThe firm also said it's reducing fees and simplifying the pricing structure across its advisory platforms.
October 29, 2025
With Two Months to Go, RIA Deals Set New Full-Year Record: DeVoeWith a strong third quarter, the industry is set to surpass the 300-transaction mark for the first time.
October 29, 2025
Morgan Stanley Buys EquityZen in First Deal for CEO Ted PickThe deal will make it easier for Morgan Stanley's wealth clients to invest in private firms.
October 27, 2025
Equitable to Acquire Stifel Independent AdvisorsThe acquisition includes more than 110 independent advisors managing about $9 billion in client assets.