Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Abundance of Retiring Advisors Means Growth Opportunities
By Jane Wollman Rusoff"There's an overwhelming need for advisors to pick up some of these practices," says Gateway Financial's David Wood.
January 04, 2024
Mercer Advisors Buys Colorado Wealth FirmIt's scooping up Transitions Wealth Management, which was founded by CPAs and now has $465 million in AUM.
January 02, 2024
Mariner Acquires California Wealth PlannerConfluence Financial Planning, based in Sacramento, had $360 million in AUM.
December 28, 2023
Wealth Enhancement Group Buys Georgia RIAThe deal with Foundational Wealth is the firm's 17th acquisition of 2023 and brings it a third office in Georgia.
December 27, 2023
RIA Model Is at the 'Tipping Point': Mercer Advisors' WellingThe fiduciary model helps clients "connect the dots to get what they really want" for their financial lives, the CEO said.
December 26, 2023
Avantax Brand Isn't Going Anywhere: Cetera's DurbinCetera Holdings wants to minimize disruption to advisors while embracing the firms' shared tax focus, its CEO says.
December 15, 2023
CEO Exits, Layoffs Signal Private Equity's Growing Impact on Wealth ManagementSeveral big changes in leadership highlight how PE firms are making their presence felt beyond investment dollars.
December 14, 2023
Osaic to Buy Lincoln's Wealth Unit for $700MThe deal could result in a firm with a total of about 11,950 financial professionals and some $608 billion in assets.