Research
Fidelity’s Mergers & Acquisitions report
See the latest reporting, trends and deal spotlights from last quarter's M&A transaction activity among RIAs and Broker-Dealers.
Key Takeaways
- Fidelity’s M&A report highlights transaction activity in the wealth management space, covering top acquirers, private equity involvement, new dealmakers, and more.
- Monthly reports identify and summarize transactions happening in the month prior, while quarterly reports provide trends and deal spotlights over a 3 month or year-to-date period.
Available M&A reports:
Next steps to consider
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Research
A decade in review: Examining M&A transaction trends and activity in the wealth management industry
See the latest reporting, trends and deal spotlights.
Perspective
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Key insights and strategic questions to help wealth management firms architect their next chapter of growth
Research
The ins and outs of advisor movement
Insights from Fidelity's 2023 Advisor Movement Research Study.
For important information, see the full linked content.
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