Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Corient Adds $2.6B Multifamily Office in Cayman Islands
By Rob BurgessThe Miami-based firm manages about $572 billion globally.
September 15, 2026
Creative Planning to Buy Consulting Firm With $4.3T in AUAThe acquisition of RVK will help institutional clients navigate complex financial decisions, CEO Peter Mallouk says.
September 14, 2026
Investors Wonder About Aquarian-Brighthouse Deal TimelineAquarian says it has a track record of investing in the insurance businesses it acquires.
September 10, 2026
Why the Envestnet-Vestmark Deal Matters for AdvisorsThe transaction, experts say, will increase advisors' capabilities while moving Envestnet further into the BD space.
September 09, 2026
Envestnet to Buy VestmarkWhile Envestnet has focused on indie BDs and RIAs, Vestmark is geared to wirehouses and others with institutional-grade trading operations.
September 09, 2026
Hightower Signature Wealth Adds $1.6B Massachusetts FirmBoston Hill Advisors joins the national wealth management practice with a staff of 18, including 11 advisors.
September 03, 2026
Sequoia Financial Acquires $2.3B Colorado RIAThe firm's chief acquisitions officer, Kevin Tichnell, said the deal builds on its expanded footprint west of the Mississippi.
September 02, 2026
Merit Names LPL, UBS Veteran to New Tech Chief PostJohn Rajes joins amid rapid growth for the firm, which recently completed its 61st acquisition.