Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Cetera to Commonwealth Advisors: We Know You’re Not Happy
By John Manganaro"It's clear that some firms are trying to buy their way out of the chaos ... that comes from joining them," LPL said.
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.
June 03, 2025
Mercer Adds $2B Wealth Team in OklahomaThe RIA's second deal in the state brings its asset base in Texas and Oklahoma to $7 billion.
May 30, 2025
Focus Partners Acquires $9.4B RIA Firm in L.A.Churchill Management is the first external firm that the aggregator has added since its rebrand.
May 23, 2025
LPL's Atria Network to Lay Off 169 EmployeesThe employees will be let go this summer in California, New York and Texas, state records show.