Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Merit Adds $1.2B, Proprietary HNW Planning Technique via Blueprint Acquisition
By John ManganaroThe deal expands Merit's presence in Illinois and Wisconsin, including entry into the Chicago market.
November 12, 2025
Mercer Makes First ‘Tax-Only’ AcquisitionThe deal mirrors moves made by other wealth management firms interested in deepening their in-house tax expertise.
November 11, 2025
Integrated Partners’ CPA Alliance Passes 250 PartnershipsPaul Saganey, the firm's founder and CEO, highlights the program's milestone.
November 06, 2025
Indivisible Partners Taps Wealth.com for Estate PlanningThe RIA, founded by Merrill Lynch veterans John Thiel and John Hogarty, has selected Wealth.com as its exclusive provider.
November 05, 2025
Alaris Acquisitions Launches M&A Portal for BuyersThe digital hub helps acquirers present their firm to potential sellers through distinct profiles, videos and interactive insights.
October 30, 2025
Advyzon Latest to Tap Wealth.com for Estate Planning TechThe collaboration will simplify how the 2,400-plus advisors using the platform incorporate estate planning into workflows.
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 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.