Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Creative Planning to Buy Consulting Firm With $4.3T in AUA
By Melanie WaddellThe acquisition of RVK will help institutional clients navigate complex financial decisions, CEO Peter Mallouk says.
February 11, 2026
Kestra Taps Addepar for Affiliated Advisors' Client PortalKey features of the new solution include a unified, transparent view of client wealth across accounts.
February 09, 2026
Ameriprise to Oversee $28B in Huntington Bank Investment AssetsThe relationship involves 260 advisors and retail brokerage, advisory and insurance services.
January 23, 2026
Better Banking Benefits RIAs and Clients, Flourish Exec SaysBen Cruikshank, president of the wealth management technology provider, details the move to "wealth 3.0."
January 22, 2026
LPL Taps Wealth.com for Estate Planning ServicesThe strategic relationship includes enterprise licenses for LPL's 32,000 advisors and deployment across the Advanced Planning team.
January 22, 2026
Edelman Financial Engines Embraces Orion TechnologyThe RIA has fully onboarded to Orion's unified tech platform as part of its accelerated growth strategy.
January 22, 2026
Flourish Cash Integrates QuickBooks, QuickenThe collaborations address one of the most requested features from Flourish's growing business client base.
January 22, 2026
Cetera Acquires $1.9B Avantax-Affiliated Wealth BusinessDarnall Sikes Wealth Partners serves high-net-worth individuals, business owners and their families.