Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Inside Clark Capital's $45B Growth Run
By Dinah Wisenberg BrinMany advisors consider the asset manager, acquired by Raymond James, an extension of their own offices, execs say.
July 07, 2026
Hightower Adds 3 Practices With $5B to Signature Wealth ChannelThe branded RIA unit has grown to $35 billion in AUM since its launch in March 2025.
June 25, 2026
Succession Planning Is Wealth Management's Defining Talent CrisisFor the next generation, the ownership path has never been clearer — or more out of reach.
June 15, 2026
Dynasty Launches Consulting Group, Plans to Buy Branding Firm"We are building the consulting business of the future," said CEO Shirl Penney.
June 12, 2026
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Are More Life and Annuity Issuers Set to Merge?The Corebridge-Equitable deal has other CEOs thinking about additional M&As. Here's what a deal surge could mean for advisors and for the industry.
June 11, 2026
RIA Consolidation Will Push the Channel Past $4T in 10 Years: CerulliFirms increasingly turn to mergers and acquisitions to drive scale and respond to evolving client demands, research finds.
June 08, 2026
Carson Acquires $1.1B Osaic AffiliateMichael Belluomini, a Carson executive, said the firms had been in talks on the deal for almost a year.
June 08, 2026
TradePMR Bets the Future of Wealth Management Is Finally ArrivingAt a recent conference, Robb Baldwin made the case for integrating with a modern, consumer-facing partner.