Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Robinhood CEO Dismisses Talk of Sale to Schwab, Other Rival
By Dinah Wisenberg BrinConsultant Tim Welsh says there's "almost a zero chance" that Schwab would undertake another big deal so soon after its TD Ameritrade acquisition.
July 29, 2022
National Securities Closes Its DoorsThe broker-dealer ceased operations this week, and its advisors moved to B. Riley Wealth through a merger.
July 26, 2022
Captrust Adds $4B RIA Based in MissouriThe acquisition is the first Captrust's closed in 2022 and the 57th firm to join it since 2006.
July 19, 2022
6 Questions to Ask Before You Sell Your BusinessTo make this decision, be honest about your motivations; to get the best possible deal, be sure to carry out lots of due diligence.
July 19, 2022
Mariner to Buy $26B Firm, LPL PartnerThe Financial Services Network is set to operate as Mariner Advisor Network and maintain its strategic relationship with LPL Financial.
July 15, 2022
TD Ameritrade Makes More Thinkorswim Enhancements: Tech RoundupAlso, Schwab Advisor Services introduces new enhancements to its onboarding capabilities.
July 08, 2022
LPL Financial to Buy 108-Year-Old FirmLPL signed a deal to buy the Private Client Group business of Boenning & Scattergood in Pennsylvania.
July 08, 2022
Envestnet Buys Advisor Billing Provider: Tech RoundupAlso, the Digital Assets Council of Financial Professionals added a new online self-study course for advisors.