Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Choreo Adds $1.3B via Dual Acquisition
By John ManganaroThe RIA agreed to purchase substantially all of the assets of Northeast Financial Group and Herbein Financial Group.
January 06, 2026
Jackson Partners With Asset Manager TPG for Annuity FuelMeanwhile, Corebridge has closed a $48 billion deal with Venerable, and Talcott and MassMutual have new products.
January 06, 2026
Cambridge Takes Minority Stake in AmeriFlex GroupThe investment is intended to accelerate the expansion of SuccessionFully, the hybrid RIA firm's single-source succession platform.
December 22, 2025
Janus Henderson to Be Acquired for $7.4BTrian Fund Management and General Catalyst Group are buying the asset manager in an all-cash deal.
December 18, 2025
Elevation Point Taps Milemarker to Grow Outsourced CIO BusinessThe RIA investor wants to better connect information across partner firms and its outsourced chief investment officer platform.
December 16, 2025
What RIAs Should Ask Before They Sign Minority DealsToo many buyers talk a big game but won’t do the work required of good partners.
December 11, 2025
LPL-Commonwealth Story 'Isn't Finished': Cetera CEOLPL’s acquisition is officially on the books, but Mike Durbin says the dust is far from settled.
December 10, 2025
How 2026 Could Break More RIA M&A Records (and What Could Dim It)Allen Darby of Alaris Acquisitions, the sell-side consulting firm, sees no reason why dealmaking will lag.