Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Mariner Acquires California Wealth Planner
By Michael S. FischerConfluence Financial Planning, based in Sacramento, had $360 million in AUM.
December 26, 2023
Avantax Brand Isn't Going Anywhere: Cetera's DurbinCetera Holdings wants to minimize disruption to advisors while embracing the firms' shared tax focus, its CEO says.
December 15, 2023
CEO Exits, Layoffs Signal Private Equity's Growing Impact on Wealth ManagementSeveral big changes in leadership highlight how PE firms are making their presence felt beyond investment dollars.
December 14, 2023
Osaic to Buy Lincoln's Wealth Unit for $700MThe deal could result in a firm with a total of about 11,950 financial professionals and some $608 billion in assets.
December 14, 2023
Toronto Stock Exchange Operator to Become Sole Owner of VettaFiThe $848 million move follows TMX Group acquiring a 22% stake in the indexing and ETF research firm.
December 12, 2023
Top 10 Life, Health and Annuity Deals of 2023, So FarThe year has been quiet, but some companies have gone shopping.
December 06, 2023
Why Financial Planning Beats Asset Management for Client Retention: Jeff DekkoThe CEO of Wealth Enhancement Group talks about building a cohesive culture while growing at breakneck speed.
December 05, 2023
JPMorgan Retained 90% of First Republic Clients After TakeoverOne executive said the bank should hit its "integration milestones" and expects to "outperform the deal model."