Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Creative Planning to Acquire $5B London RIA
By Dinah Wisenberg BrinThe international acquisition follows a deal for a firm based in Switzerland earlier this year.
March 24, 2026
Mercer Preps Over 10,000 Tax ReturnsThe RIA doubled its tax team last year via M&As to 120 tax professionals, expanding its filing capacity.
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.