Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Why We're Enhancing Our Focus on Recruiting Momentum
By Janet LevauxWe're broadening coverage of this topic to help advisors make well-informed decisions about switching firms.
April 10, 2025
Atria Co-Founders to Exit LPLCEO Doug Ketterer and COO Eugene Elias Jr. depart the firm this month and in June, respectively.
April 10, 2025
Bluespring Taps Former LPL Exec for Growth RoleThe Kestra Holdings unit has hired Graeme Lee as head of strategic growth.
April 07, 2025
LPL Strikes Deal With First Horizon BankThe bank's 110 advisors work with roughly $16 billion of assets in 12 states.
April 04, 2025
RIA M&A Deals Surge to Q1 Record: DeVoeGrowth is driving RIA leaders to sell externally, followed by liquidity and succession planning, the consulting firm reported.
April 02, 2025
Cerity Partners Adds $1.9B West Coast FinancialThe Santa Barbara-based RIA will enhance Cerity’s ability to deliver alternative investment offerings, including in real estate.
April 01, 2025
Dual Acquisitions Bring Nearly Another $1B to MercerOne deal brings the RIA its first offices in Kentucky, while the other expands its presence in Tennessee.
April 01, 2025
Sequoia Acquires $4B Wealth and Tax FirmThe addition of Carlson Capital Management is the financial group's ninth completed deal since 2023.