Spotlight

Mergers and acquisitions

As industry consolidation continues, how does your firm plan to achieve greater scale and efficiency—and compete with increasingly large competitors? Fidelity’s M&A resources can help you think through your options to make the best-fit moves for your firm.

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Fidelity biannual M&A review: H1 2025

Covering January 1 to June 30, 2025, our first six-month report on transaction activity in wealth management also features insights on top acquirers, private equity involvement, new dealmakers, and more.

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A decade in review: Examining M&A transaction trends and activity in the wealth management industry

Check out five key themes that have emerged in wealth management M&A since 2015, an update on today's M&A activity, and some trends we’ll be watching in the next decade.

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Monthly M&A Report

Explore Fidelity's monthly report of year-to-date transactions in the wealth management industry.

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Fidelity’s M&A Valuation Study

Fidelity’s M&A Valuation Study reveals what’s motivating buyers and sellers, how deals are sourced and financed, and why firms are walking away.

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Related insights

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From internal succession to external acquisition, helping firm leaders prepare for possible pathways to long-term success.

UHNW Hub: Finding success in ultra-wealth management

Considering a move into the ultra-high-net-worth (UHNW) market? Explore our white paper and hub to learn what it takes to attract and serve the ultra-wealthy—and how Fidelity can help.

The Time-Value Equation: Optimizing time to unlock growth

As client wealth and needs expand, wealth management leaders and financial advisors hoping to grow must consider maximizing their most precious resource: time.

Next steps to consider

Fidelity Growth Hub^SM

Deliver on your biggest business goals with help from our deep insights and how-to resources designed for growth-minded advisors.

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RIA Valuation Tool

Use our quick and easy RIA Valuation Tool to see how much you could earn if you’re thinking of becoming a registered investment advisor.

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RIA Staffing Calculator

See how your staffing levels stack up against competitors: use our Calculator to understand your potential optimal capacity.

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