Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Schwab Closes Acquisition of Pre-IPO Marketplace
By Dinah Wisenberg BrinThe Forge Global deal positions Schwab to offer private-market access for individuals and RIAs.
February 24, 2026
The Hottest RIA Deals Aren't About AUM: FidelityFirms are expanding by adding capabilities rather than simply acquiring client assets, the financial services giant reports.
February 13, 2026
Big RIA M&A Deals Aren't the Full StoryFirms with less than $1 billion represented more than half of announced transactions last year.
February 12, 2026
Nuveen to Buy UK Asset Manager Schroders in $13.5B DealThe deal creates one of the world's largest active asset managers with nearly $2.5 trillion of assets.
February 09, 2026
RIA Success Requires 'Relentless' Attitude: Orion CEOThe theme of the upcoming Ascent 2026 conference, Natalie Wolfsen says, reflects top advisors' continuous pursuit of excellence.
February 06, 2026
Dynasty Closes Minority Capital RaiseInvestors in the financial services company include Schwab, BlackRock and JPMorgan.
February 05, 2026
FMG Acquires Testimonial iQTestimonial iQ is an online reputation management platform for the wealth management industry.
February 02, 2026
How Wealth Management M&A Played Out in 2025Deal volume among RIAs with more than $100 million in AUM set a record, Berkshire Global Advisors finds.