Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Corient Acquires $5.6M RIA
By Dinah Wisenberg BrinChicago-based Vivaldi Capital Management serves high- and ultra-high-net-worth clients.
March 30, 2026
Creative Planning to Acquire $5B London RIAThe international acquisition follows a deal for a firm based in Switzerland earlier this year.
March 26, 2026
Corebridge and Equitable Agree to $22B All-Stock MergerThe combined business would take the Equitable name and have $1.5 trillion in assets.
March 24, 2026
Victory Capital Pulls Janus Henderson Offer, Ending Bidding WarThe move comes after Trian Fund Management and General Catalyst raised their offer to $52 a share.
March 24, 2026
Mercer Preps Over 10,000 Tax ReturnsThe RIA doubled its tax team last year via M&As to 120 tax professionals, expanding its filing capacity.
March 19, 2026
Goldman Sachs Takes $42.5M Minority Stake in GeoWealthGeoWealth's family office owner, The Globe Resources Group, retains majority ownership of the TAMP.
March 12, 2026
Duran's Rise Takes Stake in Dynasty-Supported RIARIA Cyndeo Wealth Partners is based in Florida and works with about $3.1 billion in client assets.
March 09, 2026
What to Watch, What to Avoid in This Hot Advisor Deal Market: RecruiterFrank LaRosa discusses the mistakes advisors should avoid and which big firm might be next on the block.