Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Rockefeller Capital Gets $622M for Selling 21% Stake
By Katherine DohertyThe firm, led by Greg Fleming, oversaw $100 billion in client assets as of March 31 and is now valued at $3 billion.
March 27, 2023
What's Next for SVB's Advisors After First Citizens Deal?The wealth unit had $16 billion of client assets last year and 190 employees, many of whom were registered investment advisors.
March 27, 2023
First Citizens to Buy SVB After Biggest Failure Since 2008The acquisition transforms First Citizens into one of the top 15 U.S. banks, according to Bloomberg Intelligence.
March 23, 2023
TAMP GeoWealth Buys First AscentAssets for the combined RIA-focused entity should total $21 billion.
March 23, 2023
Wall Street Eases Hiring Freeze in Grab for Credit Suisse TalentHeadhunting firms working with banks like Goldman Sachs have started to fly representatives into Zurich to speak with candidates.
March 22, 2023
12 Actions TD Ameritrade Advisors Should Take During Schwab TransitionThese moves will help advisors at each firm optimize their businesses, according to F2 Strategy.
March 20, 2023
This Is No 2008The current banking turmoil is quite different from the 2008 financial crisis, Bob Doll and others say.
March 20, 2023
What UBS' Credit Suisse Deal Means for Advisor RecruitingThe acquisition is expected to create a business with over $5 trillion in total invested assets.