Even as economic uncertainty slows mergers and acquisitions across much of the U.S. economy, industry trackers say they have good reason to believe wealth management will be the exception. Processing ...

Deal activity in the wealth management space continued to break records last year, with 2024 becoming the most active M&A year in industry history, with 336 deals, up 14% from 2023, according to a ...

In 2025, RIA deal activity continued to be dominated by private equity firms and strategic acquirers with an appetite for ...

At the beginning of 2023, many had doubts about the mergers and acquisition environment in the wealth management industry. The Federal Reserve was in the middle of an aggressive rate-hike campaign.

With merger and acquisition activity strong in wealth management, a few deal strategies are worth noting in recent months. Strategic purchases have allowed some firms to increase their reach into new ...

When a company is being sold, the investment banker will solicit indications of interest from prospective purchasers. Those submitting the most attractive IOIs will be invited to meet the management ...

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