Mergers and Acquisitions

Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions (or M&A) news.

Cresset Merges With True Capital to Form $33B Multi-Family Office

May 09, 2023

Cresset Merges With True Capital to Form $33B Multi-Family Office
Hightower Takes Stake in Another $1B Washington Firm

May 08, 2023

Hightower Takes Stake in Another $1B Washington Firm
What's Next for First Republic Advisors & JPMorgan?

May 05, 2023

What's Next for First Republic Advisors & JPMorgan?
Pathstone to Buy $2B Texas RIA Brainard Capital Management

May 03, 2023

Pathstone to Buy $2B Texas RIA Brainard Capital Management
Dynasty Launches Investment Bank

May 01, 2023

Dynasty Launches Investment Bank
Fidelity Unveils New Digital Experiences For Next-Gen Investors: Tech Roundup

April 27, 2023

Fidelity Unveils New Digital Experiences For Next-Gen Investors: Tech Roundup
RIA Aggregator Modern Wealth Makes First Acquisition

April 25, 2023

RIA Aggregator Modern Wealth Makes First Acquisition
Has RIA Dealmaking Plateaued?

April 24, 2023

Has RIA Dealmaking Plateaued?
Atria Buys $15B Firm From Kestra

April 18, 2023

Atria Buys $15B Firm From Kestra
Schwab Slashes 80 More Jobs in TD Ameritrade Integration

April 17, 2023

Schwab Slashes 80 More Jobs in TD Ameritrade Integration