Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Why Vanguard's Altruist Buy Is a Big Deal for RIAs
By Rob BurgessThe $4.6 billion deal is the "biggest structural move for RIA custody in years," William Trout of Datos Insights says.
August 13, 2026
Merit Adds $900M Firm From CommonwealthThe Bridgeway Group is the sixth team to join Merit from the Commonwealth platform since LPL announced its acquisition last year.
August 11, 2026
Your Firm Was Acquired. How Do You Tell Your Clients?Firms must think through how to roll out these changes long before a deal is announced.
August 10, 2026
Raymond James Adds $1.1B TeamThe team, based in suburban Pittsburgh, joins the firm's employee advisor channel from Baird.
August 06, 2026
Corient Adds $21B Summit Trail AdvisorsThe transaction brings the Miami-based wealth management firm to about $556 billion in AUM.
August 05, 2026
Hightower Adds $2.5B Stearns Financial GroupHaleh Moddasser, managing partner at Stearns, said the firm had been discussing this move since late last year.
August 05, 2026
10 Biggest Q2 Deals in Wealth Management: EchelonDealmakers announced 120 transactions in the quarter, Echelon Partners reports, while transacted AUM reached $378 billion.
July 31, 2026
LPL Aims to 'Get Into More Conversations' With Wirehouse, Regional Reps: CEO"We continue to be the disproportionate winner in our traditional markets" for advisor recruiting, said Rich Steinmeier on the firm's latest earnings call.