Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Retail Channel Market Share Nears Parity With Institutional: Cerulli
By Michael S. FischerWirehouses are managing $6.1 trillion in retail assets while independent RIAs manage $3.5 trillion, research finds.
December 22, 2025
RIA Succession Planning Reaches Breaking Point: DeVoeTwo-thirds of industry executives see it as a major issue, a report finds, with less next-gen confidence.
December 22, 2025
Janus Henderson to Be Acquired for $7.4BTrian Fund Management and General Catalyst Group are buying the asset manager in an all-cash deal.
December 16, 2025
What RIAs Should Ask Before They Sign Minority DealsToo many buyers talk a big game but won’t do the work required of good partners.
December 11, 2025
LPL-Commonwealth Story 'Isn't Finished': Cetera CEOLPL’s acquisition is officially on the books, but Mike Durbin says the dust is far from settled.
December 10, 2025
How 2026 Could Break More RIA M&A Records (and What Could Dim It)Allen Darby of Alaris Acquisitions, the sell-side consulting firm, sees no reason why dealmaking will lag.
December 10, 2025
Want to Grow? Keep Doing the Right Things, Over and OverMerit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.
December 09, 2025
Want to Grow? Keep Doing the Right Things, Over and OverMerit Financial execs Kay Lynn Mayhue and Rick Kent credit a repeatable model for the firm's M&A success.