Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Larry Roth, Fellow Industry Vets Launch 'Elite Consultancy' Network
By John ManganaroAscentix Partners seeks to provide an "end-to-end" solution for growth-focused wealth management firms.
July 25, 2025
How Private Equity Impacts Indie Wealth ManagersIndependent advisors want to focus on their firms' values and plans, but private equity's views may not allign with them.
July 22, 2025
PE Firms in Bidding Wars for Fast-Growing RIAs: CerulliMinority investors and private credit firms are also circling, the research group finds.
July 22, 2025
EP Wealth Adds $1.2B Advisor Team in ChicagoThe new strategic partnership with Rappaport Reiches Capital Management aims to strengthen the firm's Midwest presence.
July 22, 2025
Orion Clients Surge to $5 Trillion in AssetsAssets served by advisors using the firm's technology have grown 35% since 2023.
July 18, 2025
RIA Deals Set a First-Half Record: DeVoeDealmaking surged despite stock market turmoil, shifting interest rate expectations and geopolitical shocks.
July 15, 2025
Hightower Names Longtime Goldman Exec as Chief Advisory OfficerScott Hadley is filling the new role at the wealth manager, tasked with overseeing advisor engagement and support.
July 10, 2025
Sanctuary Wealth Adds $580M Private Wealth AdvisorThe news comes about two months after the hybrid RIA added a $2.2 billion group from UBS.