Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
What's Next for First Republic Advisors & JPMorgan?
By Jeff BermanWill JPMorgan "roll out the red carpet?" If not, more advisors may leave, Tim Welsh says.
April 27, 2023
Fidelity Unveils New Digital Experiences For Next-Gen Investors: Tech RoundupAlso, iCapital has introduced structured investments via Envestnet's platform.
April 25, 2023
RIA Aggregator Modern Wealth Makes First AcquisitionThe firm run by former Goldman and United Capital execs has bought $1.5 billion Barber Financial Group.
April 24, 2023
Has RIA Dealmaking Plateaued?Though still high by historical standards, M&A activity hit its first six-month downturn in years, DeVoe reported.
April 18, 2023
Atria Buys $15B Firm From KestraWith the addition of Grove Point, formerly H. Beck, Atria's operations should include about 2,700 financial professionals.
April 17, 2023
Schwab Slashes 80 More Jobs in TD Ameritrade IntegrationThe latest cuts were "in no way connected to current events in the financial sector," a spokesperson said.
April 11, 2023
RBC Picks Up $1B First Republic TeamRBC's reputation of financial strength and dedication to supporting advisors were reasons cited for the move.
April 04, 2023
How UBS Bought Credit Suisse for a Song — With Morgan Stanley's HelpUBS paid about double what it spent on its failed purchase of Wealthfront and got more than 50 times the client assets.