Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Cetera Confirms New Round of Layoffs
By John ManganaroA spokesperson characterized the firings as a "small workforce reduction" focused on streamlining operations.
November 12, 2025
Mercer Makes First ‘Tax-Only’ AcquisitionThe deal mirrors moves made by other wealth management firms interested in deepening their in-house tax expertise.
November 11, 2025
7 Things Fitch Says About Aquarian's $4.1B Brighthouse DealThe rating agency does not like Brighthouse's annuity guarantees.
November 07, 2025
Aquarian's $4.1B Brighthouse Deal Shows Annuity Party Is Still RollingThe private equity firm said it's making the acquisition with "committed financing," without adding to its debt.
November 06, 2025
Aquarian Strikes $4.1B Deal for BrighthouseRecently, private equity firms have been acquiring life insurers for their stable capital and to boost their investment capabilities.
November 06, 2025
Modern Wealth Taps Derek Bruton to Lead M&AThe Schwab and LPL veteran will oversee inorganic growth strategy and lead the partnership development team.
November 05, 2025
Alaris Acquisitions Launches M&A Portal for BuyersThe digital hub helps acquirers present their firm to potential sellers through distinct profiles, videos and interactive insights.
November 05, 2025
Madison Dearborn Forges $580B Firm Under Wealthspire BrandFormer Wealthspire Advisors CEO Michael LaMena will lead the new organization, which unites the NFP units acquired from Aon.