Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
AdvicePay Buys Compensation Software Firm
By Janet LevauxThe platform says the acquisition of AdvisorBOB is “a strategic step" to further help fee-based planners.
April 24, 2025
10 Biggest Wealth Management Deals: Q1 2025The biggest deal of the first three months of the year, as tracked by Echelon Partners, may surprise you.
April 21, 2025
Why We're Enhancing Our Focus on Recruiting MomentumWe're broadening coverage of this topic to help advisors make well-informed decisions about switching firms.
April 18, 2025
Inside Cetera’s Play to Woo Wavering Commonwealth AdvisorsTodd Mackay, the firm's president, is drawing on his own experience being acquired to make Cetera's case.
April 17, 2025
Commonwealth Advisors Have Decisions to Make as LPL's Rivals Come KnockingLPL wants the just-acquired firm's advisors to sign on by June 1. But many have other options.
April 10, 2025
Atria Co-Founders to Exit LPLCEO Doug Ketterer and COO Eugene Elias Jr. depart the firm this month and in June, respectively.
April 10, 2025
Bluespring Taps Former LPL Exec for Growth RoleThe Kestra Holdings unit has hired Graeme Lee as head of strategic growth.
April 07, 2025
LPL Strikes Deal With First Horizon BankThe bank's 110 advisors work with roughly $16 billion of assets in 12 states.