C - Eaton Vance Senior Income Trust (0001070732) (Subject) — SEC SC TO Filing
Financial ServicesMassachusettsOther
Eaton Vance Senior Income Trust
Apr 17, 2026
Wealth Management Ria M&A Deals
99 dealsTrack wealth management ria acquisitions and investments within the financial services sector.
C - Eaton Vance Ltd Duration Income Fund (0001222922) (Subject) — SEC SC TO Filing
Financial ServicesMassachusettsOther
Eaton Vance Limited Duration Income Fund
Apr 17, 2026
Wealth Enhancement Announces Acquisition of FullCircle Wealth, an Independent RIA with Over $268 Million in Client Assets - PR Newswire
Financial ServicesTexasAdd-on
Wealth Enhancement→FullCircle Wealth
Apr 16, 2026
Corient Continues Global Expansion with Acquisition of Geneva-based Bedrock Group - Business Wire
Financial ServicesAdd-on
Corient→Bedrock Group
Apr 16, 2026
Arton Capital consolidates its lead in Quebec’s Immigrant Investor Program through the acquisition of AURAY Capital Canada’s Client Portfolio
Financial ServicesAdd-on
Arton Capital→AURAY Capital Canada
Apr 14, 2026
LPL Financial Leads Acquisition of Mariner Advisor Network
Financial ServicesNew JerseyAdd-on
LPL Financial→Mariner Advisor Network
Apr 14, 2026
Bellevue accounting firm acquired by Utah wealth manager - The Business Journals
Financial ServicesWashingtonAdd-on
Soltis→GDM Private Financial Solutions
Apr 13, 2026
Corient Announces Acquisition of Vivaldi Capital Management - Business Wire
Financial ServicesAdd-on
Corient→Vivaldi Capital Management
Apr 9, 2026
Goldman Sachs: Acquisition Of ETF Provider Innovator Capital Management Completed - Pulse 2.0
Financial ServicesNew YorkAcquisition
Goldman Sachs→Innovator Capital Management
Apr 6, 2026
National Firm Acquires Long Island Wealth Manager - National Today
Financial ServicesIllinoisAdd-on
Savant Wealth Management→Heller Wealth Management
Apr 3, 2026
National firm acquires Long Island wealth manager - Long Island Business News
Financial ServicesNew YorkAdd-on
Kudu Investment Management→First Long Island Investors
Apr 3, 2026
TVS Venu Group to Acquire PGIM India Asset Management - Siliconindia
Financial ServicesDivestiture
TVS Venu Group→PGIM India Asset Management
Apr 3, 2026
Wealth Enhancement Announces Acquisition of Parros Financial Group, a Hybrid RIA with Over $118 Million in Client Assets - PR Newswire
Financial ServicesAdd-on
Wealth Enhancement→Parros Financial Group
Apr 2, 2026
Janus Henderson Completes Acquisition Of RBA To Expand Model Portfolio Capabilities - Pulse 2.0
Financial ServicesPlatform
Janus Henderson→Richard Bernstein Advisors
Apr 1, 2026
Bimini Capital Management Announces Closing of Acquisition of Tom Johnson Investment Management
Financial ServicesFloridaAdd-on
Bimini Capital Management→Tom Johnson Investment Management
Apr 1, 2026
Russell Investments completes Zurich IM acquisition - Money Management
Financial ServicesAdd-on
Russell Investments→Zurich IM
Apr 1, 2026
WTW Announces Acquisition of FlowStone Partners to Enhance Private Market Solutions - Quiver Quantitative
Financial ServicesNew YorkAdd-on
WTW→FlowStone Partners
Apr 1, 2026
TheWealthNet - W1M completes acquisition of Vermeer Partners - Pam Insight
Financial ServicesAdd-on
W1M Wealth Management→Vermeer Partners
Apr 1, 2026
Court Sanction of Scheme of Arrangement and Other Updates
Financial ServicesMerger
Odysseus Holdings→CoinShares International
Mar 30, 2026
Arax Investment Partners Adds Omni Financial Advisory Group
Financial ServicesColoradoAdd-on
Arax Investment Partners→Omni Financial Advisory Group
Mar 30, 2026