Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Brookfield Re Makes $4.3B Offer to Buy American Equity
By Allison BellThe annuity pioneer avoided two earlier suitors, but Brookfield Re already owns a 20.38% stake.
June 07, 2023
Cetera Snaps Up $1.4B RIA in KansasThe hybrid RIA and BD's acquisition of The Retirement Planning Group in Leawood adds 14 advisors to Cetera.
June 05, 2023
Creative Planning Buys $2.5B Professional Services FirmThe addition gives Creative Planning an "even stronger presence in the Midwest," said CEO Peter Mallouk.
June 01, 2023
Mariner Wealth Advisors Launches Financial Wellness PlatformThe introduction follows the RIA's acquisition of Spring, a provider of financial wellness benefits.
June 01, 2023
JPMorgan to Close 21 First Republic BranchesThe bank took over 84 First Republic branches when it bought San Francisco-based First Republic a month ago.
June 01, 2023
Hightower Continues Growth Streak With $2B RIA AcquisitionThe acquisition of Vigilant Wealth Management is Hightower's fifth deal this year.
May 30, 2023
Orion Fuses Client Portal Into Redtail CRMCEO Eric Clarke says client portal integration is "something no other CRM provides."
May 17, 2023
Adviser Investments to Merge With Ropes Wealth AdvisorsThe combined entity will manage almost $15 billion in client assets after the deal closes.