Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
10 Biggest Q2 Deals in Wealth Management: Echelon
By Michael S. FischerDealmakers announced 120 transactions in the quarter, Echelon Partners reports, while transacted AUM reached $378 billion.
July 23, 2026
Why AI Helps Advisor Value: Stifel CEORecruiting remains very competitive, Ron Kruszwekski maintains, even as fears over the technology's effects have plagued the industry.
July 17, 2026
RIA Deal Valuations Expected to Level Off in Second Half: DeVoeConsolidators, the most active buyers polled by the consulting firm, believe the M&A market has reached a ceiling.
July 17, 2026
Inside Clark Capital's $45B Growth RunMany advisors consider the asset manager, acquired by Raymond James, an extension of their own offices, execs say.
July 16, 2026
Commonwealth Laying Off Home Office Staff: ReportThe move comes as LPL Financial integrates the firm, which it acquired in 2025.
July 16, 2026
Nearly a Third of Commonwealth Advisors Left After LPL Acquisition: ReportRaymond James has been a major destination for former Commonwealth wealth management professionals.
July 07, 2026
Hightower Adds 3 Practices With $5B to Signature Wealth ChannelThe branded RIA unit has grown to $35 billion in AUM since its launch in March 2025.
June 25, 2026
Succession Planning Is Wealth Management's Defining Talent CrisisFor the next generation, the ownership path has never been clearer — or more out of reach.