Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Creative Planning Announces 3 More RIA Deals
By Jeff BermanThe latest announced acquisition for the firm is Illinois-based Heritage Way Advisors, with $450 million in AUM.
March 22, 2022
Schwab Advisors Gain Access to TD Ameritrade's Strategy DeskThe Strategy Desk provides one-on-one options consulting for portfolio-specific needs and other ways to earn CE credits.
March 10, 2022
Envestnet Names a Global Data Exec: Tech RoundupAlso, iCapital is buying Stifel feeder fund platform.
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.