Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
UBS-Wealthfront Deal Puzzled Many From the Start
By Jeff BermanThe $1.4 billion deal was "doomed from the get-go," Nexus Strategy CEO Tim Welsh says.
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.
August 17, 2022
Creative Planning Buys Wipfli's $5B RIAThe Milwaukee-based RIA includes 80 advisors, a retirement-plan services group and a digital investment tool, Avid.