Mergers and Acquisitions

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

Carson Group Valued at $1B With New Bain Capital Investment

July 14, 2021

Carson Group Valued at $1B With New Bain Capital Investment
U.S. Bank Buys PFM Asset Management Business

July 12, 2021

U.S. Bank Buys PFM Asset Management Business
Securities America to Pay $1.75M for Failing to Protect Clients From Ponzi Scheme

July 09, 2021

Securities America to Pay $1.75M for Failing to Protect Clients From Ponzi Scheme
Broadridge to Offer Hyper-Personalization Tools for Advisors: Tech Roundup

July 08, 2021

Broadridge to Offer Hyper-Personalization Tools for Advisors: Tech Roundup
Wealth Enhancement Group Nabs $1.04B RIA in Los Angeles

July 08, 2021

Wealth Enhancement Group Nabs $1.04B RIA in Los Angeles
Focus Financial to Add $3B in AUM With 3 New Acquisitions

July 02, 2021

Focus Financial to Add $3B in AUM With 3 New Acquisitions
LPL Rolls Out New Model Wealth Portfolio Platform Feature: Tech Roundup

July 01, 2021

LPL Rolls Out New Model Wealth Portfolio Platform Feature: Tech Roundup
CI Financial Gobbles Up $2.6B RIA in Pennsylvania

June 28, 2021

CI Financial Gobbles Up $2.6B RIA in Pennsylvania
Jamie Hopkins: How a Capital Gains Tax Hike Will Affect Advisors

June 25, 2021

Jamie Hopkins: How a Capital Gains Tax Hike Will Affect Advisors
The Dark Side of Technology Consolidation

June 25, 2021

The Dark Side of Technology Consolidation