Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Aon's $17B USI Deal Could Affect Executive Benefits Market
By Allison BellThe deal could also affect insurers' efforts to offer annuitization options inside 401(k) plans.
August 26, 2026
Why Vanguard's Altruist Buy Is a Big Deal for RIAsThe $4.6 billion deal is the "biggest structural move for RIA custody in years," William Trout of Datos Insights says.
August 26, 2026
Vanguard to Buy Wealth Platform Altruist as It Expands in AdviceVanguard, known mostly for its low-fee index funds, will add Altruist's wealth technology and custody platform.
August 13, 2026
Merit Adds $900M Firm From CommonwealthThe Bridgeway Group is the sixth team to join Merit from the Commonwealth platform since LPL announced its acquisition last year.
August 11, 2026
Your Firm Was Acquired. How Do You Tell Your Clients?Firms must think through how to roll out these changes long before a deal is announced.
August 10, 2026
Raymond James Adds $1.1B TeamThe team, based in suburban Pittsburgh, joins the firm's employee advisor channel from Baird.
August 06, 2026
Corient Adds $21B Summit Trail AdvisorsThe transaction brings the Miami-based wealth management firm to about $556 billion in AUM.
August 05, 2026
Hightower Adds $2.5B Stearns Financial GroupHaleh Moddasser, managing partner at Stearns, said the firm had been discussing this move since late last year.