Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Hightower Adds 3 Practices With $5B to Signature Wealth Channel
By Michael S. FischerThe branded RIA unit has grown to $35 billion in AUM since its launch in March 2025.
June 12, 2026
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Are More Life and Annuity Issuers Set to Merge?The Corebridge-Equitable deal has other CEOs thinking about additional M&As. Here's what a deal surge could mean for advisors and for the industry.
June 11, 2026
RIA Consolidation Will Push the Channel Past $4T in 10 Years: CerulliFirms increasingly turn to mergers and acquisitions to drive scale and respond to evolving client demands, research finds.
June 08, 2026
Carson Acquires $1.1B Osaic AffiliateMichael Belluomini, a Carson executive, said the firms had been in talks on the deal for almost a year.
June 08, 2026
TradePMR Bets the Future of Wealth Management Is Finally ArrivingAt a recent conference, Robb Baldwin made the case for integrating with a modern, consumer-facing partner.
June 05, 2026
Cresset Hires $1B Denver AdvisorAli Bathgate Hild joins Cresset from J.P. Morgan Private Bank, where she advised entrepreneurs and executives.
June 03, 2026
Modern Wealth Acquires $1.1B Flaharty Asset ManagementStaying small is risky in today's RIA market, Modern Wealth President Jason Gordo says.
June 03, 2026
Wellington to Buy Hartford Funds for $1.9B in Wealth PushThe deal is expected to be completed in the first quarter of 2027.