Mergers and Acquisitions

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

Raymond James to Buy TriState Capital for $1.1B

October 20, 2021

Raymond James to Buy TriState Capital for $1.1B
Hightower to Take a Stake in $700M Georgia RIA

October 15, 2021

Hightower to Take a Stake in $700M Georgia RIA
Schwab: Record-Breaking RIA Deal Volume Feels Like 'New Normal'

October 14, 2021

Schwab: Record-Breaking RIA Deal Volume Feels Like 'New Normal'
RIA M&A Activity on Pace for Record-Breaking Year: Echelon

October 11, 2021

RIA M&A Activity on Pace for Record-Breaking Year: Echelon
Raymond James Launches Succession Planning Platform

October 11, 2021

Raymond James Launches Succession Planning Platform
Cresset, Berman Capital to Form $20B Multifamily Office

September 28, 2021

Cresset, Berman Capital to Form $20B Multifamily Office
RIA Deals for 2021 Have Already Surpassed 2020 Total: DeVoe

September 27, 2021

RIA Deals for 2021 Have Already Surpassed 2020 Total: DeVoe
Advisors Expect M&A Surge in Next 12 Months: Nationwide

September 23, 2021

Advisors Expect M&A Surge in Next 12 Months: Nationwide
Envestnet | Yodlee Signs Data Access Deal With TD Bank: Tech Roundup

September 23, 2021

Envestnet | Yodlee Signs Data Access Deal With TD Bank: Tech Roundup
New Deals, Other Efforts Lead Orion's Platform Play

September 23, 2021

New Deals, Other Efforts Lead Orion's Platform Play