Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Former Merrill, Morgan Stanley Advisors Team Up to Launch Hybrid RIA
By John ManganaroThe independent firm is launching on the Arkadios Capital platform with more than $2 billion in AUA.
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.
August 07, 2025
Larry Roth, Fellow Industry Vets Launch 'Elite Consultancy' NetworkAscentix Partners seeks to provide an "end-to-end" solution for growth-focused wealth management firms.
August 01, 2025
Mercer Nabs $1.2B Raymond James Team in FloridaThe acquisition in Naples marks Mercer Advisors’ third billion-dollar deal in three months.
July 29, 2025
FMG Suite Gets New Private Equity Owner in GTCRThe marketing services and software provider was previously backed by Aurora Capital Management.
July 25, 2025
How Private Equity Impacts Indie Wealth ManagersIndependent advisors want to focus on their firms' values and plans, but private equity's views may not allign with them.