Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Carson Group Tops $20B in Assets
By Janet LevauxThat's up about 32% from a year ago; Carson Group says it now has 120 partner advisory firms nationwide.
February 01, 2022
Creative Planning Buys Tax-Focused RIA in St. Louis MarketThe firm says it will hire more attorneys and CPAs in the region to create a tax and estate planning hub.
January 27, 2022
Kestra Teams With AdvicePay to Offer Fee-for-Service Planning: Tech RoundupAlso, Riskalyze appointed Dr. Shari Hensrud as vice president of risk and analytics.
January 26, 2022
Why Is UBS Buying a Robo for $1.4B?It's "ironic" that Wealthfront, once a disruptor, has been bought by a 160-year-old bank, Tim Welsh says.
January 26, 2022
UBS to Buy Wealthfront for $1.4BThe robo-advisor deal may bring more than $27 billion in assets under management and over 470,000 clients in the U.S. to the Swiss-based firm.
January 21, 2022
Laird Norton, Wetherby Merge to Create $15B Wealth GroupThe combined entity is being led by Kristen Bauer and has offices in Seattle, San Francisco, Los Angeles and New York.
January 19, 2022
4 Big Reasons RIA Deals Are Surging: DeVoeThe upward trajectory will continue for seven years or longer, according to DeVoe & Co.
January 18, 2022
Creative Planning Adds $2B San Diego RIAThe firm plans to announce more acquisitions soon, CEO Peter Mallouk says.