Mergers and Acquisitions

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

4 Big Reasons RIA Deals Are Surging: DeVoe

January 19, 2022

4 Big Reasons RIA Deals Are Surging: DeVoe
Creative Planning Adds $2B San Diego RIA

January 18, 2022

Creative Planning Adds $2B San Diego RIA
Captrust Wraps Up Purchase of $107B Firm

January 14, 2022

Captrust Wraps Up Purchase of $107B Firm
Mariner Wealth Advisors Adds $950M California Wealth Firm

January 12, 2022

Mariner Wealth Advisors Adds $950M California Wealth Firm
Mercer Advisors Buys $510M Florida RIA

January 11, 2022

Mercer Advisors Buys $510M Florida RIA
RIAs Expect M&A Surge to Continue in 2022 

January 06, 2022

RIAs Expect M&A Surge to Continue in 2022 
Mariner Wealth Snaps Up $1.3B Group

January 05, 2022

Mariner Wealth Snaps Up $1.3B Group
Hightower Buys $1.7B TC Wealth Partners

January 04, 2022

Hightower Buys $1.7B TC Wealth Partners
RIA Industry Is 'Under-consolidated': Focus Financial's Adolf

December 29, 2021

RIA Industry Is 'Under-consolidated': Focus Financial's Adolf
James Cayne, CEO for Bear Stearns Rise and Fall, Dies at 87

December 28, 2021

James Cayne, CEO for Bear Stearns Rise and Fall, Dies at 87