Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Dynasty Closes Minority Capital Raise
By Dinah Wisenberg BrinInvestors in the financial services company include Schwab, BlackRock and JPMorgan.
January 27, 2026
LPL Recruits $2B Advisor Team From Fifth Third Private BankMoto Wealth Partners serves highly affluent families across the country from its Ohio locations.
January 26, 2026
Nearly 700 Commonwealth Reps Left LPL Last Year. Here's Where They Landed.A sizable portion of the departing financial professionals moved into RIAs or RIA-centric models.
January 23, 2026
Janus Henderson to Acquire Richard Bernstein AdvisorsThe acquisition aims to position Janus Henderson as a leading model portfolio and SMA provider.
January 22, 2026
Cetera Acquires $1.9B Avantax-Affiliated Wealth BusinessDarnall Sikes Wealth Partners serves high-net-worth individuals, business owners and their families.
January 21, 2026
Choreo Adds $1.3B via Dual AcquisitionThe RIA agreed to purchase substantially all of the assets of Northeast Financial Group and Herbein Financial Group.
January 15, 2026
How to Unlock AI's Real ValueIf you use it for data extraction, notetaking and compliance oversight, it's critical to measure your return on investment.
January 15, 2026
Raymond James to Buy $46B Clark Capital ManagementThe firm will become an independent boutique investment manager within Raymond James Investment Management.