Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Corebridge and Equitable Agree to $22B All-Stock Merger
By Allison BellThe combined business would take the Equitable name and have $1.5 trillion in assets.
March 19, 2026
Goldman Sachs Takes $42.5M Minority Stake in GeoWealthGeoWealth's family office owner, The Globe Resources Group, retains majority ownership of the TAMP.
March 12, 2026
Duran's Rise Takes Stake in Dynasty-Supported RIARIA Cyndeo Wealth Partners is based in Florida and works with about $3.1 billion in client assets.
March 09, 2026
What to Watch, What to Avoid in This Hot Advisor Deal Market: RecruiterFrank LaRosa discusses the mistakes advisors should avoid and which big firm might be next on the block.
March 05, 2026
Wealth Enhancement Acquires Team With Over $1.2B in Client AssetsThe deal with TFB Advisors marks the firm's expansion into Kansas.
March 04, 2026
Grow or Join? The Fork in the Road for RIAsMid-career firm owners face a stark, personal choice to reinvest heavily or partner with a well-capitalized platform.
March 04, 2026
Hightower to Buy $5B Journey Strategic WealthJourney CEO Penny Phillips will take on extra responsibilities for the mega-RIA's Signature Wealth brand.
March 02, 2026
Schwab Closes Acquisition of Pre-IPO MarketplaceThe Forge Global deal positions Schwab to offer private-market access for individuals and RIAs.