Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
MAI Completes Evoke Advisors Acquisition, Creating $65B Wealth Enterprise
By John ManganaroMAI has also made new leadership appointments to help guide the combined firm’s next chapter of growth.
October 29, 2025
With Two Months to Go, RIA Deals Set New Full-Year Record: DeVoeWith a strong third quarter, the industry is set to surpass the 300-transaction mark for the first time.
October 29, 2025
Morgan Stanley Buys EquityZen in First Deal for CEO Ted PickThe deal will make it easier for Morgan Stanley's wealth clients to invest in private firms.
October 27, 2025
Equitable to Acquire Stifel Independent AdvisorsThe acquisition includes more than 110 independent advisors managing about $9 billion in client assets.
October 23, 2025
Why Rise Growth Partners Favors Middle-Market RIAsCompanies in the $3 to $10 billion range can implement change more nimbly, Joe Duran tells ThinkAdvisor.
October 22, 2025
Joe Duran's Rise Growth Makes Third Minority InvestmentThe stake in Krilogy is meant to accelerate overall growth and geographic expansion.
October 16, 2025
How RIA Owners Can Fund Growth While Keeping ControlMinority investments can be a good option for mid-career advisors looking to scale, Michael Belluomini says.
October 15, 2025
F2 Buys Hedge Fund Strategy and Tech Consulting ShopThe research firm's deal for HBMJ Consulting aims to complement the prior acquisition of Aliter Investment Services.