Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
The Hottest RIA Deals Aren't About AUM: Fidelity
By Dinah Wisenberg BrinFirms are expanding by adding capabilities rather than simply acquiring client assets, the financial services giant reports.
February 09, 2026
RIA Success Requires 'Relentless' Attitude: Orion CEOThe theme of the upcoming Ascent 2026 conference, Natalie Wolfsen says, reflects top advisors' continuous pursuit of excellence.
February 06, 2026
Dynasty Closes Minority Capital RaiseInvestors in the financial services company include Schwab, BlackRock and JPMorgan.
February 05, 2026
FMG Acquires Testimonial iQTestimonial iQ is an online reputation management platform for the wealth management industry.
February 02, 2026
How Wealth Management M&A Played Out in 2025Deal volume among RIAs with more than $100 million in AUM set a record, Berkshire Global Advisors finds.
January 27, 2026
LPL Recruits $2B Advisor Team From Fifth Third Private BankMoto Wealth Partners serves highly affluent families across the country from its Ohio locations.
January 26, 2026
Nearly 700 Commonwealth Reps Left LPL Last Year. Here's Where They Landed.A sizable portion of the departing financial professionals moved into RIAs or RIA-centric models.
January 23, 2026
Janus Henderson to Acquire Richard Bernstein AdvisorsThe acquisition aims to position Janus Henderson as a leading model portfolio and SMA provider.