Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Mariner Wealth Advisors Adds $950M California Wealth Firm
By Jeff BermanThe acquisition was Mariner's 14th deal in 2021.
January 05, 2022
Mariner Wealth Snaps Up $1.3B GroupThe purchase of Granite Investment Advisors of New Hampshire was Mariner's 13th transaction of 2021.
January 04, 2022
Hightower Buys $1.7B TC Wealth PartnersThe deal includes the Trust Company of Illinois, which does trust and estate planning, administration and retirement plan services.
December 29, 2021
RIA Industry Is 'Under-consolidated': Focus Financial's AdolfWhile there were over 200 deals in the space in '21, the executive says there should be more like 300 or 400 transactions a year.
December 28, 2021
James Cayne, CEO for Bear Stearns Rise and Fall, Dies at 87Until 2007, Cayne was among Wall Street's brightest stars; when the firm ran out of money in 2008, the then-chairman was at a bridge tournament.
December 15, 2021
Prospera Financial Buys Dorsey & Co.The acquired firm will maintain the Dorsey and Co. brand and operate as a Prospera office of supervisory jurisdiction.
December 14, 2021
RIAs 'Must Do More to Justify Their Fees': Mariner Wealth's BicknellThe executive also weighs in on working at the office, what books he's reading and his favorite sport.
December 13, 2021
Top 10 Life, Health and Annuity Deals of 2021, So FarEnd-of-the-year fireworks could still be coming, but here's the current list of this year's biggest M&As to date.