Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Osaic Secures 'Exclusive License' for Wealth.com's Family Office Suite
By John ManganaroThe partnership prioritizes the support of estate planning needs of advisors’ most affluent clients.
September 03, 2025
Modera Wealth Buys Accounting Firm to Boost In-House Tax ServicesThe founder of the firm, New Jersey-based Ferrentino and Associates, will become Modera's director of tax services.
September 02, 2025
Corient Strikes Two Deals, Creating $430B Wealth GiantThe additions of Stonehage Fleming and Stanhope Capital Group bring $214 billion in assets to the UHNW specialist firm.
August 28, 2025
Former Merrill, Morgan Stanley Advisors Team Up to Launch Hybrid RIAThe independent firm is launching on the Arkadios Capital platform with more than $2 billion in AUA.
August 25, 2025
Mariner to Acquire $5B FirmSoutheastern Advisory Services has 35 institutional relationships in Florida, Georgia and Texas.
August 25, 2025
Mariner Nabs Two Wealth Firms With $1.7B in Combined AssetsCEO Marty Bicknell cited both companies' ability to anticipate changing client needs as important differentiators.
August 12, 2025
Osaic Adds $4.2B Minnesota Credit UnionBlaze Credit Union was formed in 2024 via the merger of two credit unions with nearly a century of history.
August 01, 2025
Mercer Nabs $1.2B Raymond James Team in FloridaThe acquisition in Naples marks Mercer Advisors’ third billion-dollar deal in three months.