Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Why Rise Growth Partners Favors Middle-Market RIAs
By John ManganaroCompanies in the $3 to $10 billion range can implement change more nimbly, Joe Duran tells ThinkAdvisor.
October 15, 2025
F2 Buys Hedge Fund Strategy and Tech Consulting ShopThe research firm's deal for HBMJ Consulting aims to complement the prior acquisition of Aliter Investment Services.
October 14, 2025
Mercer Hires Ex-LPL Exec to Lead Integration EffortsKatelyn Shackleton is tasked with piloting integration and accelerated growth of newly acquired partner firms.
October 14, 2025
6 Wealth Management M&A Trends to WatchDealmaking is on track to hit another record in 2025, MarshBerry reports.
October 13, 2025
Strong Q3 Puts Wealth Management Deals in Record TerritoryThe 125 transactions matched a quarterly mark, with year-do-date activity up 44.4% from 2024.
October 09, 2025
Carson Group Tops $50B in AUMCEO Burt White reflects on a major milestone for the firm and his vision for its future.
October 07, 2025
Mercer Adds $1.2B RIA Serving Entertainment IndustryTwo entities, collectively known as Singer Burke, are part of the transaction.
October 01, 2025
Biggest Quarter Ever for RIA Deals: DeVoePrivate equity-backed consolidators represented the majority of Q3 activity, fueling consolidation, the consulting firm reports.