Mergers and Acquisitions

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

'It's Still Early': Bob Oros Says RIA Acquisitions Will Continue for Years

November 18, 2021

'It's Still Early': Bob Oros Says RIA Acquisitions Will Continue for Years
KKR Makes Large Investment in $20B RIA Beacon Pointe

November 17, 2021

KKR Makes Large Investment in $20B RIA Beacon Pointe
Creative Planning to Buy $110B Retirement Unit

November 11, 2021

Creative Planning to Buy $110B Retirement Unit
Mallouk's Creative Planning Hits Unplanned Milestone

November 04, 2021

Mallouk's Creative Planning Hits Unplanned Milestone
10 Top Trends for RIAs, Dealmaking: DeVoe Summit

November 01, 2021

10 Top Trends for RIAs, Dealmaking: DeVoe Summit
Blockchange, Morningstar Team Up on Crypto: Tech Roundup

October 28, 2021

Blockchange, Morningstar Team Up on Crypto: Tech Roundup
Meet the Winners: LUMINARIES in Dealmaking & Growth, 2021

October 27, 2021

Meet the Winners: LUMINARIES in Dealmaking & Growth, 2021
Meet the Winners: LUMINARIES in Executive Leadership and Dealmaking & Growth, 2021

October 27, 2021

Meet the Winners: LUMINARIES in Executive Leadership and Dealmaking & Growth, 2021
Orion Buys Compliance and Risk Management Firm

October 22, 2021

Orion Buys Compliance and Risk Management Firm
Schwab: What Advisors Can Expect From TD Ameritrade Integration

October 21, 2021

Schwab: What Advisors Can Expect From TD Ameritrade Integration