Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
Osaic Adds $4.2B Minnesota Credit Union
By John ManganaroBlaze Credit Union was formed in 2024 via the merger of two credit unions with nearly a century of history.
July 08, 2025
Merit Wins New Backing From Constellation as WPCG ExitsConstellation Wealth Capital has backed other wealth management firms, including a $150 million minority stake in Cresset.
June 16, 2025
Tech Integration Helps Orion Clients Claim Class-Action PaymentsThe 11th.com platform automatically connects clients with lawsuit settlements they're eligible for.
June 10, 2025
Bluespring Merges Two Wealth Management Shops in TexasThe combination creates a new firm with $1.4 billion in assets under management.
June 06, 2025
Why Advyzon Chose to Partner, Not Build, to Boost Direct IndexingSyntax Data's offering did everything Advyzon wanted and more, CIO Brian Huckstep says.
May 30, 2025
Focus Partners Acquires $9.4B RIA Firm in L.A.Churchill Management is the first external firm that the aggregator has added since its rebrand.
April 24, 2025
10 Biggest Wealth Management Deals: Q1 2025The biggest deal of the first three months of the year, as tracked by Echelon Partners, may surprise you.
April 17, 2025
Commonwealth Advisors Have Decisions to Make as LPL's Rivals Come KnockingLPL wants the just-acquired firm's advisors to sign on by June 1. But many have other options.