Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
CEO Exits, Layoffs Signal Private Equity's Growing Impact on Wealth Management
By Ryan W. NealSeveral big changes in leadership highlight how PE firms are making their presence felt beyond investment dollars.
December 12, 2023
Top 10 Life, Health and Annuity Deals of 2023, So FarThe year has been quiet, but some companies have gone shopping.
December 06, 2023
Why Financial Planning Beats Asset Management for Client Retention: Jeff DekkoThe CEO of Wealth Enhancement Group talks about building a cohesive culture while growing at breakneck speed.
December 05, 2023
JPMorgan Retained 90% of First Republic Clients After TakeoverOne executive said the bank should hit its "integration milestones" and expects to "outperform the deal model."
December 05, 2023
Reverence Moves to Sell $2.5B Stake in OsaicThe private equity firm wants to sell up to 20% of the former Advisor Group of independent broker-dealers.
November 28, 2023
Cetera Closes $1.2B Avantax DealIn purchasing the financial planning firm, Cetera grows its advanced tax and retirement capabilities for wealthy clients.
November 14, 2023
Schwab's October Asset Flows PlummetThe firm recently trimmed about 5% of its workforce, laying off roughly 2,000 employees.
October 31, 2023
Creative Planning Buys Mesirow's $13B Corporate Retirement TeamThe group works with more than 350 plans and is based in Chicago.