Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Mercer Hires Ex-LPL Exec to Lead Integration Efforts
By John ManganaroKatelyn Shackleton is tasked with piloting integration and accelerated growth of newly acquired partner firms.
October 09, 2025
Carson Group Tops $50B in AUMCEO Burt White reflects on a major milestone for the firm and his vision for its future.
October 07, 2025
Mercer Adds $1.2B RIA Serving Entertainment IndustryTwo entities, collectively known as Singer Burke, are part of the transaction.
October 01, 2025
Biggest Quarter Ever for RIA Deals: DeVoePrivate equity-backed consolidators represented the majority of Q3 activity, fueling consolidation, the consulting firm reports.
September 30, 2025
EP Wealth Sells Minority Stake to PE Firm Ares ManagementThe employee-owned RIA had assets under management of nearly $40 billion as of Aug. 31.
September 22, 2025
The 7 Pillars of a Successful Advisory Firm SaleHere's what buyers want to see — and what scares them off, according to consultant Linda Bready.
September 04, 2025
6 Stats Showing Private Equity’s Accelerating Control of RIAsPE investors are rapidly reshaping the industry, an AdvizorPro report finds.
September 04, 2025
Corient Inks Yet Another Deal, for $3.5B UHNW FirmThe acquisition of Breed's Hill Capital follows a recent double deal bringing $214 billion in new client assets.