Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Carson Acquires $1.1B Osaic Affiliate
By Rob BurgessMichael Belluomini, a Carson executive, said the firms had been in talks on the deal for almost a year.
June 03, 2026
Modern Wealth Acquires $1.1B Flaharty Asset ManagementStaying small is risky in today's RIA market, Modern Wealth President Jason Gordo says.
June 03, 2026
Wellington to Buy Hartford Funds for $1.9B in Wealth PushThe deal is expected to be completed in the first quarter of 2027.
June 02, 2026
Bluespring Wealth Launches RIABluespring Wealth Management is intended to be a centralized model to handle compliance and other functions, Pradeep Jayaraman says.
May 22, 2026
Captrust Adds $1.25B Stillwater Capital AdvisorsMike Wunderli, a leader of the North Carolina-based financial services firm, says Pennsylvania is an increasingly attractive market.
May 22, 2026
Rockefeller Global Family Office Adds $1B Team From Morgan StanleyMichael Outlaw, president of Rockefeller Global Family Office, told ThinkAdvisor that expanding their Florida presence was key.
May 20, 2026
Bluespring Wealth Acquires $1.1B Synthesis Wealth PlanningInorganic growth, according to Pradeep Jayaraman, president of the financial services firm, works only when it's intentional.
May 14, 2026
Corient Acquires $7.8B Capital AdvisorsThe firm's principals will become Corient partners upon closing, expected later this quarter.