Deals & Recruiting

Covering the latest on M&A deals, advisor and firm transitions, strategic partnerships and talent moves

Deals & Recruiting

Deals & Recruiting Roundup: Cetera, LPL, UBS, SEI And More

Acquisitions By Cetera And Maridea; Recruiting By Seven Bridges, Genesis, UBS, Baird, LPL, GCG And Prudential; And Appointments By Humanity Labs, Loxahatchee And SEI.

By WSR Newsroom

/ 30 Jun 2026

Deals & Recruiting Roundup: Cetera, LPL, UBS, SEI And More

Deals & Recruiting

Deals & Recruiting Roundup: Waverly, LPL, Raymond James And More

Acquisition By Waverly; Recruiting By NewEdge, Raymond James, LPL, UBS, Cetera, Sanctuary And Osaic; Beacon Coast Launched; Holistic Planning Chose Altruist As Custodian; And Appointments By Moneta And U.S. Bank

By WSR Newsroom

/ 23 Jun 2026

Deals & Recruiting Roundup: Waverly, LPL, Raymond James And More

Deals & Recruiting

Deals & Recruiting Roundup: Pathstone, LPL, SEI, AlphaCore And More

Acquisitions By Dynasty, Pathstone, Carson And AlphaCore; Minority Stake In Crewe; Recruiting By Sanctuary, Raymond James And LPL; Business Launches By Alliant And Dynasty; Appointments By SEI; And Research By AssetMark And Cerulli.

By WSR Newsroom

/ 16 Jun 2026

Deals & Recruiting Roundup: Pathstone, LPL, SEI, AlphaCore And More

Deals & Recruiting

Deals & Recruiting Roundup: Focus, MAI, Lincoln, RBC And More

Acquisitions By Focus, Modern, CW Advisors And MAI; Recruiting By Raymond James, Perennial, Dynasty, LPL And DayMark; Appointments By Lincoln And RBC; And Research By Ficomm

By WSR Newsroom

/ 9 Jun 2026

Deals & Recruiting Roundup: Focus, MAI, Lincoln, RBC And More

Deals & Recruiting

WSRIA Roundup: Waverly, Corient, Arax, Cetera And More

Acquisitions By Waverly And Corient; Prairie Wealth Merges With McEwen; Sowell Partners With Merchant; ECHELON Reports On M&A; Recruiting By Sanctuary And Arax; Gryphon Launches; Initiatives By Cetera And Prosperity; Lido Names Executives; And Research By Oasis And AdvisorEngine

By WSR Newsroom

/ 2 Jun 2026

WSRIA Roundup: Waverly, Corient, Arax, Cetera And More

Deals & Recruiting

Deals & Recruiting Roundup: Carson, Merit, Raymond James, LPL And More

Minority Investment By Accelerated Wealth; Recruiting By Raymond James, LPL, Cetera, Carson And NewEdge; And Appointments By Merit, Edelman Financial Engines, InspereX, SEI And Fiduciary Trust

By WSR Newsroom

/ 2 Jun 2026

Deals & Recruiting Roundup: Carson, Merit, Raymond James, LPL And More

Deals & Recruiting

Deals & Recruiting Roundup: Bluespring, LPL, Cetera And More

Acquisitions By Bluespring And Beacon Pointe; Prairie Wealth Merges With McEwen; Recruiting By LPL, Raymond James And Cetera; Gryphon Launches; Vanilla Partners With BlackRock; Wealth.com Partners With AcquireUp; Appointments By Fiduciary Trust And Amplify; And Research By Oasis Group

By WSR Newsroom

/ 26 May 2026

Deals & Recruiting Roundup: Bluespring, LPL, Cetera And More

Deals & Recruiting

Deals & Recruiting Roundup: Stratos, Lido, Orion, MCF And More

Acquisitions By Stratos, Corient, Lido And MCF; Recruiting By Concurrent, Integrated, Raymond James, LPL And Osaic; Appointments By Orion And Carnegie; And Research By FINTRX

By WSR Newsroom

/ 19 May 2026

Deals & Recruiting Roundup: Stratos, Lido, Orion, MCF And More

Deals & Recruiting

Deals & Recruiting Roundup: Arax, Lido, Merit, Wealthspire And More

Acquisitions By Merit, Wealthspire And Steward Partners; Merchant Backing Sowell’s Equity Program; M&A Report By ECHELON; Recruiting By Sanctuary, Arax, Apollon And LPL; Prosperity Uniting Five Firms; And Appointments By Lido And OnePoint BFG.

By WSR Newsroom

/ 12 May 2026

Deals & Recruiting Roundup: Arax, Lido, Merit, Wealthspire And More

Deals & Recruiting

WSRIA Roundup: Carlyle, LPL, Mercer, Savant And More

Acquisitions By Carlyle, Modern Wealth, Mercer, Savant, Emigrant Partners, Corient And LPL; M&A Report From DeVoe; Recruiting By Sanctuary Wealth; Launches By Prairie View And Kintra; And An Appointment By Hightower

By WSR Newsroom

/ 5 May 2026

WSRIA Roundup: Carlyle, LPL, Mercer, Savant And More

Deals & Recruiting

Deals & Recruiting Roundup: Merchant, RFG, Corient, iCapital And More

Acquisitions By Waverly And iAltA. RFG Stakes Zocks. Business Launches By Cetera, Corient And Sowell. Merchant Partnering With Emerge. Recruiting By Osaic, Mariner And Raymond James. iCapital Working With Anthropic. Appointment By Accelerated Wealth.

By Thomas Lee

/ 5 May 2026

Deals & Recruiting Roundup: Merchant, RFG, Corient, iCapital And More

Deals & Recruiting

Deals & Recruiting Roundup: Hightower, Modern Wealth, Sanctuary And More

Acquisitions By F2 Strategy, Hightower, Wealthspire, Modern Wealth And GTCR; Recruiting By Sanctuary Wealth, Baird, Osaic And Cetera; Kintra And Prairie View Launch; And Appointments By Mercer Advisors

By WSR Newsroom

/ 28 Apr 2026

Deals & Recruiting Roundup: Hightower, Modern Wealth, Sanctuary And More

Previous Page 2 of 18 Next

Join WSR for free

Actionable insights for wealth professionals

Personal information

Great! Check your inbox and click the link.

Sorry, something went wrong. Please try again.

By signing up, you agree to our Privacy Policy.

Deals & Recruiting

3 articles left!

Just one quick step