Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Captrust Buys $2.3B RIA in Nashville
By Janet LevauxTrustCore Financial Services includes 16 advisors serving individuals, families, endowments and foundations.
December 27, 2022
Larry Roth to Take Lead Role at New Firm After SPAC MergerHe will be executive chairman after Kingswood Acquisition and Wentworth Management Services combine and go public.
December 19, 2022
Dynasty Scraps IPO as Schwab, Private Equity Firm Take StakesSchwab and Boston-based private equity firm Abry Partners are taking unspecified minority stakes.
December 15, 2022
6 Actions RIA Firms Should Take in 2023: DeVoeHere's how RIAs can plan for long-term growth, according to David DeVoe.
December 08, 2022
Why the RIA Custody Business Is in PlayThe big custodians need scale to make profits, while rivals see the Schwab-TD deal as their chance to grab RIA clients.
December 06, 2022
Carson Group Acquires Massachusetts Firm With $200M AUMThe deal allows a transition for Northface owners while ensuring continuity, the firm said.
December 01, 2022
Mercer Buys $5B RIA in Silicon ValleyThe acquisition of Regis Management will expand the scope of Mercer Advisors' UHNW and family office work.
November 30, 2022
State Street Ends $3.5B Deal With BBHThe purchase, announced a year ago, involved Brown Brothers Harriman's cross-border custody, administration and related operations.