Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Mariner Nabs Two Wealth Firms With $1.7B in Combined Assets
By John ManganaroCEO Marty Bicknell cited both companies' ability to anticipate changing client needs as important differentiators.
August 11, 2025
LPL Focus 2025 Draws Record CrowdThe annual event comes at a pivotal time for LPL, following the close of its Commonwealth acquisition.
August 07, 2025
Larry Roth, Fellow Industry Vets Launch 'Elite Consultancy' NetworkAscentix Partners seeks to provide an "end-to-end" solution for growth-focused wealth management firms.
August 01, 2025
Mercer Nabs $1.2B Raymond James Team in FloridaThe acquisition in Naples marks Mercer Advisors’ third billion-dollar deal in three months.
July 29, 2025
FMG Suite Gets New Private Equity Owner in GTCRThe marketing services and software provider was previously backed by Aurora Capital Management.
July 25, 2025
How Private Equity Impacts Indie Wealth ManagersIndependent advisors want to focus on their firms' values and plans, but private equity's views may not allign with them.
July 22, 2025
PE Firms in Bidding Wars for Fast-Growing RIAs: CerulliMinority investors and private credit firms are also circling, the research group finds.
July 22, 2025
EP Wealth Adds $1.2B Advisor Team in ChicagoThe new strategic partnership with Rappaport Reiches Capital Management aims to strengthen the firm's Midwest presence.