6 Wealth Management M&A Trends to Watch
By Michael S. FischerDealmaking is on track to hit another record in 2025, MarshBerry reports.
October 09, 2025
CFA Level II Pass Rate Drops to 44%, Below the Decade AverageAfter factoring in the 54% pass rate from the May test, the decade average ticked up to 46%.
October 07, 2025
RIAs Cautiously Optimistic, See Stock Gains in Year AheadAbout a third have increased equity allocations ahead of expected rate cuts, a new survey finds.
October 07, 2025
Mercer Adds $1.2B RIA Serving Entertainment IndustryTwo entities, collectively known as Singer Burke, are part of the transaction.
October 07, 2025
What Happens to SEC Exams During a ShutdownWhile SEC exams are on hold during a shutdown, advisors' compliance work isn't.
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.
October 01, 2025
Judge Denies Merrill's Request to Restrain OpenArc Breakaway TeamMerrill sought to bar 12 advisors from soliciting its clients and from encouraging its employees to leave.
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.