Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Cetera Takes Stake in $2.8B Wealth Firm
By Janet LevauxThe investment is the 13th by the financial services provider in an advisory firm over the past year.
January 18, 2024
Osaic Added $22B in Assets in 2023While that's down sharply from 2022, the firm plans to add $108 billion from the Lincoln acquisition.
January 10, 2024
Hightower Invests in $3B Wealth Manager in New YorkCapital Management Group is the fifth formerly IBD-affiliated firm that Hightower has brought into its network.
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.