Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Baird Adds $1B Team in Indianapolis
By Rob BurgessThe three-person team was previously at Goelzer Investment Management in Carmel, Indiana.
April 13, 2026
Morningstar to Sell Data Aggregator ByAllAccountsThe buyer, Pello Companies, provides fintech startups and growth companies with strategic advisory services and access to investment.
April 09, 2026
Corient Acquires $5.6M RIAChicago-based Vivaldi Capital Management serves high- and ultra-high-net-worth clients.
April 07, 2026
Hightower Acquiring $3.2B Lexington WealthThe group being bought employs 25 professionals, including 16 advisors.
March 30, 2026
Creative Planning to Acquire $5B London RIAThe international acquisition follows a deal for a firm based in Switzerland earlier this year.
March 26, 2026
Corebridge and Equitable Agree to $22B All-Stock MergerThe combined business would take the Equitable name and have $1.5 trillion in assets.
March 24, 2026
Mercer Preps Over 10,000 Tax ReturnsThe RIA doubled its tax team last year via M&As to 120 tax professionals, expanding its filing capacity.
March 19, 2026
Goldman Sachs Takes $42.5M Minority Stake in GeoWealthGeoWealth's family office owner, The Globe Resources Group, retains majority ownership of the TAMP.