Deals & Recruiting

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

Deals & Recruiting

Deals & Recruiting Roundup: Sixth Street, Commonwealth, Savant And More

Acquisitions By Sixth Street, Hub International, Bluespring, Lido, Carson And EdgeCo. Recruiting By VestGen, Dynasty, Sanctuary And Commonwealth. Appointments By Bahnsen And Savant.

By WSR Newsroom

/ 17 Jun 2025

Deals & Recruiting Roundup: Sixth Street, Commonwealth, Savant And More

Deals & Recruiting

Deals & Recruiting Roundup: Sammons, Coldstream, Caprock And More

Acquisitions Including Mercer, Arax, Sammons, Coldstream, Mariner And EP. Recruiting By Perigon And Nordwand Capital. Appointments By Caprock, Mission, Hightower And CAPTRUST.

By WSR Newsroom

/ 10 Jun 2025

Deals & Recruiting Roundup: Sammons, Coldstream, Caprock And More

Deals & Recruiting

Deals & Recruiting Roundup: Carson, RBC, Ashton Thomas And More

M&A By Carson And Simon Quick. Recruiting By RBC Wealth, Beacon Pointe, LPL And Integrated Partners. Garrett D’Alessandro Debuts Sandro Wealth. FSI launches Career Portal. AdvisorEngine And TradePMR Join Forces. Appointments By LPL And Cetera.

By WSR Newsroom

/ 3 Jun 2025

Deals & Recruiting Roundup: Carson, RBC, Ashton Thomas And More

Deals & Recruiting

Deals & Recruiting Roundup: Hightower, Angeles, Raymond James And More

M&A By Hightower, Summit Financial, HPS And Cary Street. Recruiting By Raymond James And & Partners. RIAs Third View And QTR Launch. Raymond James Recruits Trustmark. Appointments By Summit Trail, Caprock And Angeles.

By WSR Newsroom

/ 27 May 2025

Deals & Recruiting Roundup: Hightower, Angeles, Raymond James And More

Deals & Recruiting

Deals & Recruiting Roundup: HUB, iCapital, Hightower, Addepar And More

M&A By HUB, iCapital, Hightower And Addepar. NWF Rebrands To Artisan. Recruitments By Sanctuary, Raymond James, Osaic And NewEdge. Sowell Partners With Goldman. Appointments By Rothschild And Emigrant.

By WSR Newsroom

/ 20 May 2025

Deals & Recruiting Roundup: HUB, iCapital, Hightower, Addepar And More

Deals & Recruiting

Deals & Recruiting Roundup: Raymond James, Americana Partners, Diamond Consultants And More

Acquisitions By Hub International And Mercer. Emigrant Stakes Elevation Point. Balefire, Pendulum Partners And Macro Edge Launch. Raymond James Offers Minority Stakes. Recruiting By Americana Partners. Appointments By Focus Partners, National Association Of Plan Advisors, Cetera And Diamond Consulta

By WSR Newsroom

/ 13 May 2025

Deals & Recruiting Roundup: Raymond James, Americana Partners, Diamond Consultants And More

Deals & Recruiting

Deals & Recruiting Roundup: F2 Strategy, Merit, CW, Great Hill And More

Acquisitions Including F2 Strategy, Merit, Modern Wealth And CW. Minority Stake By Great Hill. M&A Report By DeVoe. Recruiting By Arkadios. Partnerships By Integrated And Summit. Appointments By IFG, Sowell And Docupace.

By WSR Newsroom

/ 6 May 2025

Deals & Recruiting Roundup: F2 Strategy, Merit, CW, Great Hill And More

Deals & Recruiting

Deals & Recruiting Roundup: Lido, Altruist, ECHELON, Elevation Point And More

M&A By Lido. Funding Round By Altruist. ECHELON M&A Report. Minority Investment By Elevation Point. Recruitment By RFG, Raymond James, DayMark, Strategic Blueprint and Kestra. Appointments By SEIA And Sound Income Group. And Merrill Sees An Exit To RBC.

By WSR Newsroom

/ 29 Apr 2025

Deals & Recruiting Roundup: Lido, Altruist, ECHELON, Elevation Point And More

Deals & Recruiting

Deals & Recruiting Roundup: EP Wealth, Constellation, Schwab, Creative Planning And More

Acquisitions By EP Wealth, Creative Planning And Pure Financial. Recruiting By Bleakley, Stifel, RBC And Raymond James. Constellation Stakes Procyon. Schwab Stakes Wealth.com. Perigon, Savvy And InvestCloud Make Appointments.

By WSR Newsroom

/ 22 Apr 2025

Deals & Recruiting Roundup: EP Wealth, Constellation, Schwab, Creative Planning And More

Deals & Recruiting

Deals & Recruiting Roundup: Modern Wealth, Ameriprise, Docupace And More

Acquisitions By Modern Wealth, Bain Capital And Prospera. Recruiting By Ameriprise, Osaic And Raymond James. Alaris On Retaining Clients During Transition. Merit Partners With Fidelity. Appointments By Crescent Grove, Soltis, Bluespring and Docupace.

By WSR Newsroom

/ 15 Apr 2025

Jason Gordo, Ellen Cooper and Pradeep Jayaraman

Deals & Recruiting

Deals & Recruiting Roundup: Wealth Enhancement, Mercer, LPL And More

Acquisitions By Wealth Enhancement, Mercer, LPL And Cerity. M&A Reports By DeVoe And Advisor Growth Strategies. Recruiting By Kestra, MAI Capital, Equitable And NewEdge. Wealth.com Partners With Cetera. Osaic Appoints General Counsel.

By Julius Buchanan

/ 8 Apr 2025

Deals & Recruiting Roundup: Wealth Enhancement, Mercer, LPL And More

Deals & Recruiting

Deals & Recruiting Roundup: CW Advisors, Waverly, Bluespring And More

M&A By CWA, Waverly, Bluespring, Wealth Enhancement, AlphaCore And Integrity. Recruiting By Commonwealth, Stratos And LPL. Partnerships By Dynasty And BridgePort. Appointment By Cambridge.

By Julius Buchanan

/ 1 Apr 2025

Deals & Recruiting Roundup: CW Advisors, Waverly, Bluespring And More

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