Wealthspire\u2019s Fiducient Acquires Axia On April 7, 2026, Wealthspire Advisors announced that its company, Fiducient Advisors, acquired Axia Advisory. Wealthspire Advisors (\u201cWealthspire\u201d) announced, on April 7, 2026, that its company, Fiducient Advisors, (\u201cFiducient\u201d) acquired Axia Advisory (\u201cAxia\u201d). As of 2025, Fiducient is part of the… Read More
MarshBerry\u2019s Q1 2026 Wealth M&A Market Update MarshBerry published an updated Report for the Wealth Advisory Market that analyzes U.S. M&A market structure and transactions. The Report shows that Q1 2026 marked the largest Q1 deal count in the history of U.S. wealth advisory M&A, with 94 announced… Read More
DeVoe & Company RIA Deal Book \u2013 Q1 2026 DeVoe & Company published its RIA Deal Book for the first quarter of 2026, which analyzes M&A activity among Registered Investment Advisors. With 93 transactions announced in the first quarter, 2026 has seen a marked increase in RIA M&A,… Read More
Houlihan Lokey 2026 Wealth Management CEO Summit Replay Houlihan Lokey has released a replay of the 2026 Wealth Management CEO Summit. Houlihan Lokey has released a replay of the 2026 Wealth Management CEO Summit held in Miami, Florida on February 5, 2026. The replay allows users… Read More
Wealth Solutions Report – Editor in Chief’s Take – April 14, 2026 Julius Buchanan, Editor in Chief, Wealth Solutions Report posted his commentary on the deals and recruiting in the wealth industry on Wealth Solutions Report as part of its Deals & Recruiting Roundup. Read More
Apella Acquires Financial Connections On April 2, 2026, Apella Wealth announced its acquisition of Financial Connections Group. On April 2, 2026, Apella Wealth (\u201cApella\u201d) announced that it acquired Financial Connections Group (\u201cFinancial Connections\u201d). Under the terms of the transaction, which closed on April 1, 2026, the… Read More
NorthRock Acquires Vantage On April 1, 2026, NorthRock Partners announced its acquisition of Vantage Financial Partners. NorthRock Partners (\u201cNorthRock\u201d) announced, on April 1, 2026, its acquisition of Vantage Financial Partners (\u201cVantage\u201d). Under the terms of the acquisition, 19 Vantage team members, including… Read More
Emigrant Invests in Keen Wealth Advisors On April 2, 2026, Seward & Kissel client Emigrant Partners announced a minority investment in Keen Wealth Advisors. Emigrant Partners, LLC (\u201cEmigrant\u201d) announced, on April 2, 2026, a minority investment in Keen Wealth Advisors (\u201cKeen\u201d). Under the terms of… Read More
MarshBerry Investment Sector Update \u2013 February 2026 MarshBerry published its February Viewpoint Update, analyzing M&A deal activity from January 2026, with a focus on the UK. The report noted that deal values in January covered a broad range and maintained a similar distribution to 2025. The report also… Read More
Composition Wealth Acquires Edgewater On March 24, 2026, Composition Wealth announced that it had acquired Edgewater Wealth Management. Composition Wealth announced, on March 24, 2026, that it had acquired Edgewater Wealth Management (\u201cEdgewater\u201d). Under the terms of the transaction, the Edgewater team of 16, including… Read More