Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
BNY Approached Northern Trust for Merger Talks: Report
By Alan GoldsteinThe chief executives of the banks had at least one conversation, the Wall Street Journal said.
June 16, 2025
Cetera to Commonwealth Advisors: We Know You’re Not Happy"It's clear that some firms are trying to buy their way out of the chaos ... that comes from joining them," LPL said.
June 12, 2025
Atlanta Advisors With $2.6B Launch RIA With DynastyAnchyra Partners plans to acquire indie firms and work with experienced advisors seeking to leave captive markets.
June 10, 2025
Bluespring Merges Two Wealth Management Shops in TexasThe combination creates a new firm with $1.4 billion in assets under management.
June 09, 2025
RIA Succession Planning Options: 8 Things to KnowThere are many viable options for RIA principals looking to exit the business, but proper planning takes time.
June 06, 2025
Sammons to Buy $8B Wealthcare From NewSpringThe acquisition will enable Sammons Financial Group to expand further in the wealth management space.
June 04, 2025
Mariner Scores $1.4B Firm Serving AthletesTaurus Asset Management is based on Madison Avenue in New York and is taking on the Mariner brand.
June 04, 2025
$1T RIA Aggregator Captrust Names New Head of M&AMike Wunderli joins Captrust from Echelon partners, where he served as a managing director since 2016.