Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Morgan Stanley Buys EquityZen in First Deal for CEO Ted Pick
By Hannah LevittThe deal will make it easier for Morgan Stanley's wealth clients to invest in private firms.
October 22, 2025
Joe Duran's Rise Growth Makes Third Minority InvestmentThe stake in Krilogy is meant to accelerate overall growth and geographic expansion.
October 16, 2025
How RIA Owners Can Fund Growth While Keeping ControlMinority investments can be a good option for mid-career advisors looking to scale, Michael Belluomini says.
October 15, 2025
F2 Buys Hedge Fund Strategy and Tech Consulting ShopThe research firm's deal for HBMJ Consulting aims to complement the prior acquisition of Aliter Investment Services.
October 14, 2025
Mercer Hires Ex-LPL Exec to Lead Integration EffortsKatelyn Shackleton is tasked with piloting integration and accelerated growth of newly acquired partner firms.
October 14, 2025
6 Wealth Management M&A Trends to WatchDealmaking is on track to hit another record in 2025, MarshBerry reports.
October 13, 2025
Strong Q3 Puts Wealth Management Deals in Record TerritoryThe 125 transactions matched a quarterly mark, with year-do-date activity up 44.4% from 2024.
October 09, 2025
Carson Group Tops $50B in AUMCEO Burt White reflects on a major milestone for the firm and his vision for its future.