Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Corient Acquires $8B RIA in Maine
By John ManganaroH.M. Payson and Co., a chartered trust company, manages about $1.2 billion in trust assets.
December 05, 2024
Mariner Adds $878M in AUM With Two AcquisitionsMariner said the acquisitions marked another step toward its 5,000-advisor growth goal.
December 04, 2024
The Evolution of Advisor M&A Deals: What to Know NowThe sophistication of buyers, sellers and the deals themselves has gone up.
November 27, 2024
Integrated Partners CEO Sees 'Exciting' Years Ahead for RIAsPaul Saganey tells Thinkadvisor about the firm's CPA alliance and navigating the client "complexity curve."
November 26, 2024
Boosting Client Service, With a Little Help From Private EquityA free initial plan gets wealthy executives in the door, Mather Group CEO Jennifer des Groseilliers says.
November 25, 2024
Bain Capital Closes Envestnet Acquisition for $4.5BThe deal brings the wealthtech firm new sources of capital and flexibility, but challenges remain.
November 14, 2024
Captrust Buys $5B RIA Based in BostonThe acquisition of Boston Financial Management includes three new office locations and 45 staffers in Massachusetts and Maine.
November 12, 2024
Mercer Nabs Another RIA in ColoradoThe firm's latest acquisition in the state adds $675 million in assets and some 500 new client families.