Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Envestnet Names a Global Data Exec: Tech Roundup
By Jeff BermanAlso, iCapital is buying Stifel feeder fund platform.
March 02, 2022
Creative Planning Buys HNW-Focused New York RIAThe Doman Group manages $400 million and has a specialty service for professional athletes and entertainers.
February 28, 2022
Peter Mallouk: Long Ukraine War Could Hurt MarketsFor now, there's only a little concern among clients, the Creative Planning CEO tells ThinkAdvisor.
February 23, 2022
CI Financial Buying $5B California RIAAdding Newport Beach-based Corient Capital Partners will boost CI's U.S. Wealth Management assets to $125 billion.
February 22, 2022
Baird Nabs $850M Morgan Stanley RepsThe advisors move from the wirehouse to Baird in Yakima, Washington, and Durango, Colorado.
February 18, 2022
Focus Financial Expects to More Than Double Revenue Over Next 4 YearsIt also seeks to increase its number of partner firms by about 50%, CEO Rudy Adolf says.
February 10, 2022
Merchant Investment Group Takes Minority Stake in $1B RIAFusion Family Wealth is a behavioral finance focused firm on Long Island.
February 08, 2022
Betterment Buys Crypto-Focused RIAThe robo–advisor says it is acquiring Makara, an RIA that sells automated cryptocurrency portfolios.