Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions (or M&A) news.
January 10, 2024
Hightower Invests in $3B Wealth Manager in New YorkCapital Management Group is the fifth formerly IBD-affiliated firm that Hightower has brought into its network.
January 04, 2024
Mercer Advisors Buys Colorado Wealth FirmIt's scooping up Transitions Wealth Management, which was founded by CPAs and now has $465 million in AUM.
January 02, 2024
Mariner Acquires California Wealth PlannerConfluence Financial Planning, based in Sacramento, had $360 million in AUM.
December 28, 2023
Wealth Enhancement Group Buys Georgia RIAThe deal with Foundational Wealth is the firm's 17th acquisition of 2023 and brings it a third office in Georgia.
December 27, 2023
RIA Model Is at the 'Tipping Point': Mercer Advisors' WellingThe fiduciary model helps clients "connect the dots to get what they really want" for their financial lives, the CEO said.
December 26, 2023
Avantax Brand Isn't Going Anywhere: Cetera's DurbinCetera Holdings wants to minimize disruption to advisors while embracing the firms' shared tax focus, its CEO says.
December 15, 2023
CEO Exits, Layoffs Signal Private Equity's Growing Impact on Wealth ManagementSeveral big changes in leadership highlight how PE firms are making their presence felt beyond investment dollars.
December 14, 2023
Osaic to Buy Lincoln's Wealth Unit for $700MThe deal could result in a firm with a total of about 11,950 financial professionals and some $608 billion in assets.
December 14, 2023
Toronto Stock Exchange Operator to Become Sole Owner of VettaFiThe $848 million move follows TMX Group acquiring a 22% stake in the indexing and ETF research firm.
December 12, 2023
Top 10 Life, Health and Annuity Deals of 2023, So FarThe year has been quiet, but some companies have gone shopping.