Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
New Jersey RIA Pathstone to Buy Multifamily Office Veritable
By Amanda AlbrightPennsylvania-based Veritable has 200 clients with average assets of more than $75 million each.
June 27, 2023
Brookfield Re Makes $4.3B Offer to Buy American EquityThe annuity pioneer avoided two earlier suitors, but Brookfield Re already owns a 20.38% stake.
June 21, 2023
Carson Group Strikes Its Largest Deal YetNorthwest Capital Management, with $5 billion in AUM, specializes in retirement plan services.
June 16, 2023
SageView Picks Up Founders of $5B Retirement GroupRetirement Benefits Group co-founders Tony Franchimone and Larry Deatherage are becoming SageView managing directors.
June 07, 2023
Cetera Snaps Up $1.4B RIA in KansasThe hybrid RIA and BD's acquisition of The Retirement Planning Group in Leawood adds 14 advisors to Cetera.
June 05, 2023
Creative Planning Buys $2.5B Professional Services FirmThe addition gives Creative Planning an "even stronger presence in the Midwest," said CEO Peter Mallouk.
June 01, 2023
Mariner Wealth Advisors Launches Financial Wellness PlatformThe introduction follows the RIA's acquisition of Spring, a provider of financial wellness benefits.
June 01, 2023
JPMorgan to Close 21 First Republic BranchesThe bank took over 84 First Republic branches when it bought San Francisco-based First Republic a month ago.