Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Top 10 RIA Deals in the First Half of 2022
By Jeff BermanEchelon Partners and DeVoe & Co. both say 2022 is on track to be a strong year for M&A despite shifting trends.
August 19, 2022
Schwab-TD Ameritrade Integration Still on Track: ExecutiveSchwab has also launched Jump Start, which lets TD advisors "choose to open new accounts on the Schwab platform," says Alison Dooher.
August 18, 2022
Reverence to Take Stake in $16B RIA SEIAAdvisor Group will also make an investment to "support the next phase of SEIA's growth," the companies say.
August 17, 2022
Creative Planning Buys Wipfli's $5B RIAThe Milwaukee-based RIA includes 80 advisors, a retirement-plan services group and a digital investment tool, Avid.
August 09, 2022
60/40 Model 'Is Not Working' in This Market: Focus Financial's AdolfTraditional asset allocation models "really need an update," the head of the RIA aggregator says.
August 04, 2022
Robinhood CEO Dismisses Talk of Sale to Schwab, Other RivalConsultant Tim Welsh says there's "almost a zero chance" that Schwab would undertake another big deal so soon after its TD Ameritrade acquisition.
August 04, 2022
BNY Mellon to Use Xceptor Tax Platform: Tech RoundupAlso, Envestnet is launching a "SpongeBob SquarePants" themed marketing campaign.
August 02, 2022
Mariner Wealth Adds $8.6B RIAHeber Fuger Wendin Investment Advisors, based near Detroit, focuses on work for community banks and credit unions.