Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Cerity Partners Adds $1.9B West Coast Financial
By John ManganaroThe Santa Barbara-based RIA will enhance Cerity’s ability to deliver alternative investment offerings, including in real estate.
March 31, 2025
Recruiter Tells Commonwealth, LPL Advisors: Don't PanicWhile the acquisition will have broad implications, LPL is an "absolute pro" at integrating advisors, Louis Diamond says.
March 31, 2025
LPL Is Buying Commonwealth for $2.7B. What Happens Next?The integration of two broker-dealers "with different cultures and technologies presents significant hurdles," said a consultant.
March 21, 2025
9 Most Active Acquirers in Wealth: 2024Volume hit a record high of 366 deals, with average assets per transaction of $1.4 billion, Echelon found.
March 21, 2025
Carson Group's New Tax Whiz: These Are the Strategies Clients NeedHelping clients mitigate taxes as they build and use wealth will soon be table stakes, Debra Taylor says.
March 17, 2025
Dynasty Names Investment Bank Co-HeadsThe firm is expanding its leadership to support the growth of its investment banking division.
March 17, 2025
10 Biggest Wealth Management Deals in 2024The number of transactions involving more than $100 billion in assets hit an all-time high, Echelon Partners reported.
March 12, 2025
Your Firm Was Taken Over! Now What?While change is inevitable, advisors need to be patient. Here are eight steps to consider.