As readers know, M&A in wealth management notched yet another record year in 2024 and is poised to give another strong performance in 2025. Likewise, wealthtech continues to make strides in financial advice innovation with the support of AI and consumer expectations. At the intersection of these two spaces, private equity and capital providers show continued interest in wealthtech. This week, we hear from three experts who unpack trends for wealthtech M&A in 2025.
In addition, we bring you our Deals & Recruiting Roundup, our 2025 Guide to Industry Conferences: Insurance edition, Modern’s arguments to view tech as an investment rather than a call center, Orion’s advisor and investor surveys, AcquireUp’s views on modernizing marketing KPIs, American Trust on keeping the Investment Policy Statement updated, Savvy’s new Chief Growth Officer and recruits, Cerulli’s research on ESG and Mercer’s new Head of Client Development.
Deals & Recruiting Roundup: This edition of the Deals & Recruiting Roundup covers Emigrant’s deal with Novare Capital, Summit Financial adding Genex, Mercer’s acquisition of Financial Partners Group, EP Wealth acquiring Criterion Capital, Schneider Wealth joining Commonwealth, Future Capital partnering with Axos Clearing, AssetMark naming Alex Pape as Chief Technology and Product Officer, Mercer appointing Alisa Maute as Head of Client Development, Intention.ly expanding its RIA Group, Savvy Wealth appointing David Weiner as Chief Growth Officer and LPL onboarding Charter Oak Wealth Partners.
Wealthtech M&A in 2025: Private equity and venture capital continue to move into wealthtech, but don’t look for IPOs. We discuss wealthtech M&A with Sid Yenamandra, Founder and CEO of Surge Ventures; Adrian Johnstone, CEO of Practifi; and Doug Fritz, Founder and Executive Chairman of F2 Strategy.
Investment, not cost center: Mike Capelle, Co-Founder & Co-CEO of Modern Wealth Management, makes the case for treating technology as an investment as he walks us through the benefits of a multi-vendor approach, engaging vendors, maximizing advisor adoption and aligning tech with your firm’s vision.
Insurance conferences: What insurance conferences should advisors attend? Our 2025 Guide to Industry Conferences: Insurance edition brings you the key details advisors need to know about LIMRA’s Annual Conference, Insurance Innovators USA and the Insured Retirement Institute (IRI)’s Annual Conference.
Twin surveys: Over 50% of advisors are increasing their investments in client-facing technology to meet the demands of investors amid economic policy and market uncertainties in 2025, according to the findings of two new advisor and investor surveys that Orion released. CEO Natalie Wolfsen and Head of Strategy Chris Shutler commented.
Holistic KPIs: Derek Janis, CMO of AcquireUp, explains the broader, holistic approaches to measure marketing success for advisors who are replacing traditional metrics.
New chief growth officer: Savvy Wealth hired David Weiner as Chief Growth Officer. Weiner and CEO and Founder Ritik Malhotra commented. Savvy Advisors also recruited a wealth advisory team with almost $300 million in assets and an advisor with $100 million.
ESG interest: Interest in ESG-themed investment products continues to be strong but has plateaued in the past two years, according to Cerulli. Scott Smith, Senior Director, Advice Relationships at Cerulli, provided comments.
Keep it current: Kevin Freehardt, Chief Investment Officer at American Trust; and Justin Morgan, Director – Fiduciary Consulting & Advisor Solutions at American Trust Wealth, explain the importance of keeping your investment policy statement current, and provide practical steps to update it.
Client development leader: Mercer Advisors appointed Alisa Maute to the newly created role of Executive Managing Director, Head of Client Development. Maute and Daniel Gourvitch, President of Mercer, commented.
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Wealth Solutions Report
