Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Captrust Expands in South by Adding $2B Family Office
By John ManganaroAdding Southern Wealth Management will more than double Captrust's existing tax practice, according to the firms.
June 21, 2023
Carson Group Strikes Its Largest Deal YetNorthwest Capital Management, with $5 billion in AUM, specializes in retirement plan services.
June 16, 2023
SageView Picks Up Founders of $5B Retirement GroupRetirement Benefits Group co-founders Tony Franchimone and Larry Deatherage are becoming SageView managing directors.
June 07, 2023
Cetera Snaps Up $1.4B RIA in KansasThe hybrid RIA and BD's acquisition of The Retirement Planning Group in Leawood adds 14 advisors to Cetera.
June 05, 2023
Creative Planning Buys $2.5B Professional Services FirmThe addition gives Creative Planning an "even stronger presence in the Midwest," said CEO Peter Mallouk.
June 01, 2023
Mariner Wealth Advisors Launches Financial Wellness PlatformThe introduction follows the RIA's acquisition of Spring, a provider of financial wellness benefits.
June 01, 2023
JPMorgan to Close 21 First Republic BranchesThe bank took over 84 First Republic branches when it bought San Francisco-based First Republic a month ago.
June 01, 2023
Hightower Continues Growth Streak With $2B RIA AcquisitionThe acquisition of Vigilant Wealth Management is Hightower's fifth deal this year.