Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Creative Planning Buys Silicon Valley RIA Serving Tech Execs
By Jeff BermanEmery Howard manages over $1.8 billion and is located in Creative Planning's fastest-growing U.S. market, CEO Peter Mallouk says.
March 10, 2022
Schwab Says It's Hiring in 'Nearly All Areas and Functions'At its online jobs board, the company lists about 1,000 positions it's looking to fill.
March 04, 2022
Why Wealthfront Sold Out to UBSUBS made Wealthfront an offer that the robo-advisor and its VC backers couldn't resist.
March 02, 2022
Creative Planning Buys HNW-Focused New York RIAThe Doman Group manages $400 million and has a specialty service for professional athletes and entertainers.
February 28, 2022
Peter Mallouk: Long Ukraine War Could Hurt MarketsFor now, there's only a little concern among clients, the Creative Planning CEO tells ThinkAdvisor.
February 23, 2022
CI Financial Buying $5B California RIAAdding Newport Beach-based Corient Capital Partners will boost CI's U.S. Wealth Management assets to $125 billion.
February 22, 2022
Baird Nabs $850M Morgan Stanley RepsThe advisors move from the wirehouse to Baird in Yakima, Washington, and Durango, Colorado.
February 18, 2022
Focus Financial Expects to More Than Double Revenue Over Next 4 YearsIt also seeks to increase its number of partner firms by about 50%, CEO Rudy Adolf says.