Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
UBS to Buy Wealthfront for $1.4B
By Marion HalftermeyerThe robo-advisor deal may bring more than $27 billion in assets under management and over 470,000 clients in the U.S. to the Swiss-based firm.
January 18, 2022
Creative Planning Adds $2B San Diego RIAThe firm plans to announce more acquisitions soon, CEO Peter Mallouk says.
January 14, 2022
Captrust Wraps Up Purchase of $107B FirmPortfolio Evaluations is the third large institutional-focused firm acquired by Captrust over the past year.
January 12, 2022
Mariner Wealth Advisors Adds $950M California Wealth FirmThe acquisition was Mariner's 14th deal in 2021.
January 11, 2022
Mercer Advisors Buys $510M Florida RIAThe acquisition of Cordasco Financial Network in Naples expands Mercer's presence in Florida and the Northeast, it says.
January 06, 2022
RIAs Expect M&A Surge to Continue in 2022Survey respondents cited high valuations, aging of firm founders and proliferation of serial acquirers as reasons, DeVoe & Co. reported.
January 05, 2022
Mariner Wealth Snaps Up $1.3B GroupThe purchase of Granite Investment Advisors of New Hampshire was Mariner's 13th transaction of 2021.
January 04, 2022
Hightower Buys $1.7B TC Wealth PartnersThe deal includes the Trust Company of Illinois, which does trust and estate planning, administration and retirement plan services.