Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Top 10 Life, Health and Annuity Deals of 2023, So Far
By Allison BellThe year has been quiet, but some companies have gone shopping.
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.
October 16, 2023
Schwab Adds TD Ameritrade's Thinkorswim to New Trading PlatformThe platform will be offered "alongside extensive trading education and specialized service," the firm said.
October 04, 2023
Cetera Picks Up More Funding From Major InvestorThe news comes a month after Cetera said it was buying Avantax.
October 04, 2023
Hightower Lays Off About 5% of StaffThe company cited an "ongoing strategic realignment."