Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Sun Life Takes Aim at Wealthy U.S. Clients With Advisors Asset Management Deal
By Kevin OrlandWith the deal expected to be completed in early 2023, products may be ready for sale in the first half of the year.
September 01, 2022
Goldman Closes on NextCapital Purchase: Tech RoundupAlso, Goldman Sachs finalizes its purchase of robo-advisor NextCapital Group.
August 31, 2022
Hightower Takes Stake in HNW-Focused Firm in WashingtonThe investment in Highland Private Wealth Management is Hightower's fifth deal this year.
August 30, 2022
Top 10 RIA Deals in the First Half of 2022Echelon Partners and DeVoe & Co. both say 2022 is on track to be a strong year for M&A despite shifting trends.
August 25, 2022
ICapital to Buy UBS Alt Feeder Fund Platform: Tech RoundupAlso, Morgan Stanley at Work expanded fractional share trading capabilities.
August 22, 2022
9 Ways to Be the Advisor Your Clients Really NeedClients want you to be more than just their financial advisor. But you don't have to become an expert in everything.
August 19, 2022
Schwab-TD Ameritrade Integration Still on Track: ExecutiveSchwab has also launched Jump Start, which lets TD advisors "choose to open new accounts on the Schwab platform," says Alison Dooher.
August 18, 2022
Reverence to Take Stake in $16B RIA SEIAAdvisor Group will also make an investment to "support the next phase of SEIA's growth," the companies say.