Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
James Cayne, CEO for Bear Stearns Rise and Fall, Dies at 87
By Laurence ArnoldUntil 2007, Cayne was among Wall Street's brightest stars; when the firm ran out of money in 2008, the then-chairman was at a bridge tournament.
December 13, 2021
Top 10 Life, Health and Annuity Deals of 2021, So FarEnd-of-the-year fireworks could still be coming, but here's the current list of this year's biggest M&As to date.
December 09, 2021
RIA in a Box Bought by ComplySci: Tech RoundupAlso, Riskalyze adds Pulse 360 to its advisor productivity suite, and Broadridge appoints Dipti Kachru as global CMO.
December 09, 2021
Captrust Buys $2.2B RIA in BostonRINET is the second firm that Captrust has bought this year with a focus on family office services.
November 29, 2021
Yearly RIA Deal Count Hits 200: DeVoeBy comparison, RIAs made 159 M&A deals in all of 2020, DeVoe & Co. reports.
November 23, 2021
Wealthspire to Buy $2.7B RIA Private OceanWealthspire Advisors signed a definitive deal to acquire Private Ocean, led by Greg Friedman.
November 23, 2021
2021 News of the YearWe review the major developments affecting financial advisors — from Wall Street to Washington — over the past 12 months.
November 19, 2021
17 Top Financial Services M&A Deals of 2021M&A action involved BDs like LPL and Raymond James and asset managers like BlackRock, Vanguard and State Street.