Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
17 Top Financial Services M&A Deals of 2021
By Janet LevauxM&A action involved BDs like LPL and Raymond James and asset managers like BlackRock, Vanguard and State Street.
November 17, 2021
KKR Makes Large Investment in $20B RIA Beacon PointeBeacon Pointe, led by CEO Shannon Eusey, now includes about 110 financial advisors.
November 11, 2021
Creative Planning to Buy $110B Retirement UnitThe new business will be known as Lockton Retirement Services, an Offering of Creative Planning.
November 04, 2021
Mallouk's Creative Planning Hits Unplanned MilestoneThe firm has reached $100 billion in AUM at "a speed that surprised us," CEO Peter Mallouk tells ThinkAdvisor.
November 01, 2021
10 Top Trends for RIAs, Dealmaking: DeVoe SummitSchwab's Bernie Clark, David DeVoe and others gave predictions, advice and warnings for RIAs.
October 28, 2021
Blockchange, Morningstar Team Up on Crypto: Tech RoundupAlso, Envestnet invested in YieldX, while Addepar acquired AdvisorPeak.
October 27, 2021
Meet the Winners: LUMINARIES in Dealmaking & Growth, 2021We're pleased to highlight the advisors, broker-dealers, RIAs and others being honored this year in our pioneering recognition program.
October 27, 2021
Meet the Winners: LUMINARIES in Executive Leadership and Dealmaking & Growth, 2021We're pleased to highlight the advisors, broker-dealers, RIAs and others being honored this year in our pioneering recognition program.