Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Envestnet to Sell Yodlee to PE Firm
By Janet LevauxFinancial advisors will still have access to Yodlee data aggregation technology, the firms said.
June 20, 2025
Mariner Nabs Integrated Partners Exec to Lead Indie ChannelThe wealth firm aims to expand Mariner Independent, which supports about 1,100 advisors with $40 billion of assets.
June 17, 2025
Osaic Buys $13.5B Boston-Based RIACW Advisors has 140 financial professionals serving high-net-worth clients in 17 offices.
June 16, 2025
Cetera to Commonwealth Advisors: We Know You’re Not Happy"It's clear that some firms are trying to buy their way out of the chaos ... that comes from joining them," LPL said.
June 12, 2025
Atlanta Advisors With $2.6B Launch RIA With DynastyAnchyra Partners plans to acquire indie firms and work with experienced advisors seeking to leave captive markets.
June 10, 2025
Bluespring Merges Two Wealth Management Shops in TexasThe combination creates a new firm with $1.4 billion in assets under management.
June 09, 2025
RIA Succession Planning Options: 8 Things to KnowThere are many viable options for RIA principals looking to exit the business, but proper planning takes time.
June 06, 2025
Sammons to Buy $8B Wealthcare From NewSpringThe acquisition will enable Sammons Financial Group to expand further in the wealth management space.