Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Carlyle Gives MAI More Fuel for Its M&A Push
By Jane Wollman Rusoff"We're at the end of the beginning," the $75 billion RIA's CEO, Rick Buoncore, tells ThinkAdvisor.
April 22, 2026
6 Firms to Merge Into New $4B RIAFive of the founding firms of Kintra are current or former Commonwealth affiliates
April 22, 2026
Capital Group CEO Sees More M&A ComingMore consolidation is coming as active funds react to being squeezed by passive investment products, says Mike Gitlin.
April 21, 2026
5 Signs It's Time to Start Thinking About M&AThe advisors who navigate the process well don't wait until they're exhausted or forced into a decision.
April 21, 2026
Baird Adds $1B Team in IndianapolisThe three-person team was previously at Goelzer Investment Management in Carmel, Indiana.
April 14, 2026
Why LPL's Mariner Advisor Network Acquisition Is a Big Deal"The line between hosting advisors and owning advisor networks is getting thinner," said Datos Insights' William Trout.
April 14, 2026
LPL to Acquire Mariner's $31B Advisor NetworkLPL-affiliated Mariner Advisor Network supports 367 advisors, including hybrid pros who will shift to Private Advisor Group's hybrid RIA.
April 13, 2026
Morningstar to Sell Data Aggregator ByAllAccountsThe buyer, Pello Companies, provides fintech startups and growth companies with strategic advisory services and access to investment.