Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
RIA M&A Deals Surge to Q1 Record: DeVoe
By Michael S. FischerGrowth is driving RIA leaders to sell externally, followed by liquidity and succession planning, the consulting firm reported.
April 01, 2025
Sequoia Acquires $4B Wealth and Tax FirmThe addition of Carlson Capital Management is the financial group's ninth completed deal since 2023.
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 the two firms' cultures and technology "presents significant hurdles," tech consultant Craig Iskowitz says.
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.