Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
12 Actions TD Ameritrade Advisors Should Take During Schwab Transition
By Jeff BermanThese moves will help advisors at each firm optimize their businesses, according to F2 Strategy.
March 19, 2023
UBS to Buy Credit Suisse in $3.2B DealThe deal includes a price per share that is nearly 100% lower than Credit Suisse's peak stock price in 2007.
March 16, 2023
UBS, Credit Suisse Oppose Idea of Forced Combination, Sources SayUBS would prefer to focus on its own wealth-centric standalone strategy and is reluctant to take on risks related to Credit Suisse.
March 16, 2023
First Republic Goes From Wall Street Raider to Rescue Target in DaysIt's a stunning turn of events for the bank, which built a wealth management franchise with about $271 billion in assets.
March 15, 2023
Altruist Buys Rival Custodial Platform SSGThe acquisition will help Altruist, led by Jason Wenk, double the footprint of its RIA-exclusive services and products.
March 13, 2023
9 Reasons RIAs Should Seek Organic Growth Now: DeVoeGrowing organically is especially important after RIA deal activity slowed in Q1, says David DeVoe.
March 11, 2023
SVB's Auction Block Includes Wealth Unit, Fund ManagerThe unit had $17 billion in assets, including from clients gained in its 2021 acquisition of Boston Private.
March 09, 2023
Creative Planning Buys $1B Memphis RIA FirmThe addition of Telarray is helping Creative Planning "break deeper into the Tennessee market," CEO Peter Mallouk says.