Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
TAMP GeoWealth Buys First Ascent
By Jeff BermanAssets for the combined RIA-focused entity should total $21 billion.
March 20, 2023
This Is No 2008The current banking turmoil is quite different from the 2008 financial crisis, Bob Doll and others say.
March 20, 2023
What UBS' Credit Suisse Deal Means for Advisor RecruitingThe acquisition is expected to create a business with over $5 trillion in total invested assets.
March 19, 2023
UBS to Buy Credit Suisse in $3.2B DealThe deal includes a price per share that is nearly 100% lower than Credit Suisse's peak stock price in 2007.
March 16, 2023
UBS, Credit Suisse Oppose Idea of Forced Combination, Sources SayUBS would prefer to focus on its own wealth-centric standalone strategy and is reluctant to take on risks related to Credit Suisse.
March 16, 2023
First Republic Goes From Wall Street Raider to Rescue Target in DaysIt's a stunning turn of events for the bank, which built a wealth management franchise with about $271 billion in assets.
March 15, 2023
Altruist Buys Rival Custodial Platform SSGThe acquisition will help Altruist, led by Jason Wenk, double the footprint of its RIA-exclusive services and products.
March 13, 2023
9 Reasons RIAs Should Seek Organic Growth Now: DeVoeGrowing organically is especially important after RIA deal activity slowed in Q1, says David DeVoe.