Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Osaic Taps Vanilla for Estate Planning
By John ManganaroOsaic joins the likes of Mariner in deploying Vanilla’s technology-based estate planning tools for its advisor force.
September 04, 2025
Corient Inks Yet Another Deal, for $3.5B UHNW FirmThe acquisition of Breed's Hill Capital follows a recent double deal bringing $214 billion in new client assets.
September 03, 2025
Madison Dearborn Rebuys NFP Wealth Business From Aon for $2.7BThe private equity firm is acquiring Wealthspire Advisors, Fiducient Advisors, Newport Private Wealth and related platforms.
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.