The Top 15 Wealth Management M&A Deals of 2025

Published on February 12, 2026

In 2025, RIA deal activity continued to be dominated by private equity firms and strategic acquirers with an appetite for developed, professionally managed platforms, according to Echelon Partners.

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Talking Trusts & Estates for Advisors: The Difference Between IRC Section 409A and Gift Tax Valuations

February 12, 2026
Bryn Mawr Trust's Jamie Hopkins discusses why it’s important for advisors to understand the difference for estate planning purposes.

Larry Fink’s Private Asset Bet Powers Global Family Office Boom

February 12, 2026
The ex-Credit Suisse bankers behind Global Infrastructure Partners are best-known for building one of the world’s largest investment firms. Now they’re also forging something else: family offices.