Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Wealth Enhancement Acquires Team With Over $1.2B in Client Assets
By Dinah Wisenberg BrinThe deal with TFB Advisors marks the firm's expansion into Kansas.
March 02, 2026
Schwab Closes Acquisition of Pre-IPO MarketplaceThe Forge Global deal positions Schwab to offer private-market access for individuals and RIAs.
February 27, 2026
How AI Can Tame Wealth Managers' Tech MonstersThe technology can serve as connective tissue that eliminates the need to force advisors onto a single platform.
February 26, 2026
Janus Bidding War Begins as Victory Capital Tops Trian OfferVictory's cash-and-stock proposal would value the combined company at about $16 billion.
February 24, 2026
The Hottest RIA Deals Aren't About AUM: FidelityFirms are expanding by adding capabilities rather than simply acquiring client assets, the financial services giant reports.
February 13, 2026
Big RIA M&A Deals Aren't the Full StoryFirms with less than $1 billion represented more than half of announced transactions last year.
February 12, 2026
Nuveen to Buy UK Asset Manager Schroders in $13.5B DealThe deal creates one of the world's largest active asset managers with nearly $2.5 trillion of assets.
February 09, 2026
RIA Success Requires 'Relentless' Attitude: Orion CEOThe theme of the upcoming Ascent 2026 conference, Natalie Wolfsen says, reflects top advisors' continuous pursuit of excellence.