Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Oaktree Nears Deal to Buy Big Stakes in 2 B. Riley Units
By Gillian TanThe asset manager is not looking at the firm's wealth management operations, which include about $26 billion in assets.
August 12, 2024
Larry Swedroe Leaves Buckingham Amid Colony Group MergerThe popular investment expert and author will shift to serving a limited number of clients as a consultant.
August 05, 2024
$3.6B West Coast RIA to Join Colony GroupThe two Focus Financial affiliates are forming a combined entity with some $114 billion in assets.
August 01, 2024
Bluespring Buys $1.35B Wealth ShopThe deal with Rodgers & Associates Wealth Advisors brings the company's stable of partner firms to 27.
July 24, 2024
MarketCounsel Announces 2024 Summit PlansThe RIA-focused event, led by Brian Hamburger, takes place in December in Las Vegas.
July 08, 2024
Envestnet Nears Deal to Sell to Bain Capital: ReportThe deal values Envestnet at about $3.5 billion, sources familiar with the discussions told Reuters.
July 05, 2024
Robinhood Snaps Up Advice Platform PlutoThe retail brokerage plans to use the AI-driven research platform to bring more tailored investment strategies and analysis to its users.
June 20, 2024
AssetMark to Acquire $12B in Assets From Morningstar WealthAdvisors using Morningstar's TAMP will gain access to AssetMark's full platform of services and investment strategists.