Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Nearly 700 Commonwealth Reps Left LPL Last Year. Here's Where They Landed.
By John ManganaroA sizable portion of the departing financial professionals moved into RIAs or RIA-centric models.
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.
January 13, 2026
Retail Channel Market Share Nears Parity With Institutional: CerulliWirehouses are managing $6.1 trillion in retail assets while independent RIAs manage $3.5 trillion, research finds.
January 13, 2026
Creative Planning Scoops Up Swiss Wealth FirmThe deal is the mega-RIA's first international acquisition.
January 06, 2026
Mariner Acquires Two RIAs With $1.8B in AssetsThe RIA firm has scooped up First National Advisors in Massachusetts and Strava Wealth in Pennsylvania.
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.