Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Hightower Names Longtime Goldman Exec as Chief Advisory Officer
By John ManganaroScott Hadley is filling the new role at the wealth manager, tasked with overseeing advisor engagement and support.
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.
July 07, 2025
Not All RIA Consolidation Is Created Equal: Joe DuranThe Rise Growth Founder discusses how fast growth impedes "real integration" and who might buy Edelman Financial Engines.
June 26, 2025
Public, Private or PE? Commonwealth Advisors (and Others) Have Decisions to MakeMike Durbin of Cetera talks to ThinkAdvisor about AI, advisor recruiting and why private equity gets a bad rap.
June 26, 2025
Envestnet to Sell Yodlee to PE FirmFinancial advisors will still have access to Yodlee data aggregation technology, the firms said.
June 23, 2025
Elevation Point Stakes $2.5B Ex-UBS TeamA 12-member group in Louisiana just sold a slice of its recently formed RIA.
June 23, 2025
BNY Approached Northern Trust for Merger Talks: ReportThe chief executives of the banks had at least one conversation, the Wall Street Journal said.
June 20, 2025
Mariner Nabs Integrated Partners Exec to Lead Indie ChannelThe wealth firm aims to expand Mariner Independent, which supports about 1,100 advisors with $40 billion of assets.