The New York-based bank says the small-business fintech's cheaper deposits will help reduce its reliance on costly wholesale sources.

Succession planning experts say that the possible next generation of RIA owners need clear communication, tangible career paths and thoughtful compensation plans. But that is often easier said than done.

WestStar Bank of El Paso is acquiring Albuquerque's Southwest Capital Bank, bringing it six new branches in New Mexico.

The latest Fidelity Investments M&A report displayed a trend that dealmakers had already been noticing: RIA buyers are getting more selective. But experts say sellers can still stand out with the right attributes, and they must find the right fit in the process.

Now that regulators have failed to approve a controversial merger deal, the question is whether the buyer will have to pay a hefty fee to the seller.

A pair of proposals issued by the Federal Deposit Insurance Corp. Thursday would create new merger processing timelines and extend national-bank preemption to certain out-of-state, state chartered bank activities.

Megadeals and private equity transactions usually draw the biggest headlines, but potential acquirers can take their pick from any number of possible sources of financing.

The high-cost consumer lender withdrew its applications to acquire Grasshopper Bancorp, saying the regulatory approval process for nonbanks lacks clear standards.

New York's Arrow Financial and Pennsylvania's First Commonwealth Financial were seeing their insurance revenue grow before they announced agency purchases this week. Prior to 2025, banks were shedding their insurance agencies.

Owning a bank will allow Chime to build products faster, shed partner banking fees, and reduce its funding cost, while also allowing the neobank to more efficiently expand its lending business.

The deal announced Monday would diversify EverBank's higher-cost funding model, and it would accelerate WaFd's transition away from its roots as a traditional thrift.

Tazapay's last-mile infrastructure will help Circle expand its own infrastructure and USDC distribution in the Asia-Pacific region and emerging markets, where demand for USDC-denominated transactions is growing.

The controlling owner of Santa Fe-based Century Financial Services Corp. wound up in bankruptcy court. Now his 71% stake is on the verge of being sold to an Oklahoma bank.

Equity Bancshares in Wichita, Kansas, had been looking for a way to establish a significant Iowa presence. By acquiring Lincoln Bancorp, which has 16 branches in the state, it's found a way in.

The instant payments company announced a $155 million fundraise and has filed to acquire Transact Bank, which it wants to convert into TabaPay Bank.

RIAs who work with Charles Schwab have long worried Schwab competes with them for business. Could Vanguard's pending purchase of Altruist put Altruist RIAs in the same position?

First National Bank of Omaha's planned acquisition of InBankshares in Denver comes less than three months after it agreed to acquire a Kansas City-area bank.

After his firm agreed to one of the most impactful deals in wealth management of 2026, Altruist CEO Jason Wenk sat down with FP to discuss the negotiations, his firm's strategy and the new tool he says can build higher-quality plans in much less time.

The crypto company made the acquisition to expand its institutional platform after it received approval from the OCC for a national trust bank charter.

The largest firm in the independent brokerage channel is also the fastest growing. But the industry's rapid expansion alongside rising equity values over the past three years may be hiding some firms' vulnerabilities.