Mergers and Acquisitions

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

United Advisor Group Launches as RIA Aggregator

February 06, 2023

United Advisor Group Launches as RIA Aggregator
Merger to Create $73B Alternative Investment Firm

February 03, 2023

Merger to Create $73B Alternative Investment Firm
Focus Financial Mulls $4B Offer From PE Firm

February 02, 2023

Focus Financial Mulls $4B Offer From PE Firm
Mariner Wealth Hires John Hancock Exec

February 01, 2023

Mariner Wealth Hires John Hancock Exec
Vestmark Adds 6 New SMA Strategies: Tech Roundup

January 26, 2023

Vestmark Adds 6 New SMA Strategies: Tech Roundup
Cetera to Buy Securian Financial's Wealth Unit

January 25, 2023

Cetera to Buy Securian Financial's Wealth Unit
Schwab Buys Membership Network for UHNW Firms

January 24, 2023

Schwab Buys Membership Network for UHNW Firms
Orion Hires Industry Veteran as New EVP of Sales: Tech Roundup

January 19, 2023

Orion Hires Industry Veteran as New EVP of Sales: Tech Roundup
UBS Doesn't Plan to Buy Credit Suisse or U.S. Firms

January 17, 2023

UBS Doesn't Plan to Buy Credit Suisse or U.S. Firms
Captrust Buys $2.3B RIA in Nashville

January 12, 2023

Captrust Buys $2.3B RIA in Nashville