Mergers and Acquisitions

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

Prospera Financial Buys Dorsey & Co.

December 15, 2021

Prospera Financial Buys Dorsey & Co.
RIAs 'Must Do More to Justify Their Fees': Mariner Wealth's Bicknell

December 14, 2021

RIAs 'Must Do More to Justify Their Fees': Mariner Wealth's Bicknell
Top 10 Life, Health and Annuity Deals of 2021, So Far

December 13, 2021

Top 10 Life, Health and Annuity Deals of 2021, So Far
RIA in a Box Bought by ComplySci: Tech Roundup

December 09, 2021

RIA in a Box Bought by ComplySci: Tech Roundup
Captrust Buys $2.2B RIA in Boston

December 09, 2021

Captrust Buys $2.2B RIA in Boston
Yearly RIA Deal Count Hits 200: DeVoe

November 29, 2021

Yearly RIA Deal Count Hits 200: DeVoe
Wealthspire to Buy $2.7B RIA Private Ocean

November 23, 2021

Wealthspire to Buy $2.7B RIA Private Ocean
2021 News of the Year

November 23, 2021

2021 News of the Year
17 Top Financial Services M&A Deals of 2021

November 19, 2021

17 Top Financial Services M&A Deals of 2021
Thomas H. Lee Advisory Partner Buys Stake in $2B Austin RIA

November 18, 2021

Thomas H. Lee Advisory Partner Buys Stake in $2B Austin RIA