Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
UBS to Buy Credit Suisse in $3.2B Deal
By Marion Halftermeyer, Eyk Henning, Jan-Henrik Förster & Dinesh NairThe deal includes a price per share that is nearly 100% lower than Credit Suisse's peak stock price in 2007.
March 15, 2023
Altruist Buys Rival Custodial Platform SSGThe acquisition will help Altruist, led by Jason Wenk, double the footprint of its RIA-exclusive services and products.
March 13, 2023
9 Reasons RIAs Should Seek Organic Growth Now: DeVoeGrowing organically is especially important after RIA deal activity slowed in Q1, says David DeVoe.
March 11, 2023
SVB's Auction Block Includes Wealth Unit, Fund ManagerThe unit had $17 billion in assets, including from clients gained in its 2021 acquisition of Boston Private.
March 09, 2023
Creative Planning Buys $1B Memphis RIA FirmThe addition of Telarray is helping Creative Planning "break deeper into the Tennessee market," CEO Peter Mallouk says.
March 03, 2023
Antitrust Suit Challenging Schwab-TD Ameritrade Deal Can Proceed, Judge RulesA judge struck down Schwab's motion to dismiss the investors' class-action suit.
March 01, 2023
Does BlackRock's Sale of FutureAdvisor to Ritholtz Deal Death Blow to Robos?The deal signals "big asset managers' digital efforts are over," says Tim Welsh of Nexus Strategy. Others disagree.
February 28, 2023
Integrated Partners Buys $2B RIA Near San DiegoThe acquisition of Laurel Wealth Advisors is Integrated's first.