Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Mercer Preps Over 10,000 Tax Returns
By Janet LevauxThe RIA doubled its tax team last year via M&As to 120 tax professionals, expanding its filing capacity.
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.
March 05, 2026
Wealth Enhancement Acquires Team With Over $1.2B in Client AssetsThe deal with TFB Advisors marks the firm's expansion into Kansas.
March 04, 2026
Grow or Join? The Fork in the Road for RIAsMid-career firm owners face a stark, personal choice to reinvest heavily or partner with a well-capitalized platform.
March 04, 2026
Hightower to Buy $5B Journey Strategic WealthJourney CEO Penny Phillips will take on extra responsibilities for the mega-RIA's Signature Wealth brand.
March 02, 2026
Schwab Closes Acquisition of Pre-IPO MarketplaceThe Forge Global deal positions Schwab to offer private-market access for individuals and RIAs.
February 27, 2026
How AI Can Tame Wealth Managers' Tech MonstersThe technology can serve as connective tissue that eliminates the need to force advisors onto a single platform.
February 26, 2026
Janus Bidding War Begins as Victory Capital Tops Trian OfferVictory's cash-and-stock proposal would value the combined company at about $16 billion.