Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Madison Dearborn Rebuys NFP Wealth Business From Aon for $2.7B
By John ManganaroThe private equity firm is acquiring Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms.
August 28, 2025
Record Attendance Expected at 2025 Future Proof FestivalMore than 5,000 advisors, wealth managers and other professionals are anticipated to be at the educational and networking event.
August 28, 2025
Former Merrill, Morgan Stanley Advisors Team Up to Launch Hybrid RIAThe independent firm is launching on the Arkadios Capital platform with more than $2 billion in AUA.
August 27, 2025
MAI Capital to Unite With UHNW-Focused Evoke AdvisorsSenior executives say the deal will elevate the scope and quality of services provided to their combined clients.
August 25, 2025
Mariner Nabs Two Wealth Firms With $1.7B in Combined AssetsCEO Marty Bicknell cited both companies' ability to anticipate changing client needs as important differentiators.
August 14, 2025
RIA SageView Buys $25B Retirement ConsultancyCAP STRAT's operations includes $750 million in wealth management assets under management.
August 12, 2025
Osaic Adds $4.2B Minnesota Credit UnionBlaze Credit Union was formed in 2024 via the merger of two credit unions with nearly a century of history.
August 11, 2025
LPL Focus 2025 Draws Record CrowdThe annual event comes at a pivotal time for LPL, following the close of its Commonwealth acquisition.