Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Creative Planning to Buy $110B Retirement Unit
By Bernice NapachThe new business will be known as Lockton Retirement Services, an Offering of Creative Planning.
October 28, 2021
Blockchange, Morningstar Team Up on Crypto: Tech RoundupAlso, Envestnet invested in YieldX, while Addepar acquired AdvisorPeak.
October 27, 2021
Meet the Winners: LUMINARIES in Dealmaking & Growth, 2021We're pleased to highlight the advisors, broker-dealers, RIAs and others being honored this year in our pioneering recognition program.
October 27, 2021
Meet the Winners: LUMINARIES in Executive Leadership and Dealmaking & Growth, 2021We're pleased to highlight the advisors, broker-dealers, RIAs and others being honored this year in our pioneering recognition program.
October 22, 2021
Orion Buys Compliance and Risk Management FirmThe acquisition, which closed on Friday, 'complements' what Orion has been doing in the compliance space, T3 head Joel Bruckenstein says.
October 21, 2021
Schwab: What Advisors Can Expect From TD Ameritrade IntegrationTD Ameritrade client accounts and assets won't be moved over to Schwab until the second half of 2023.
October 20, 2021
Raymond James to Buy TriState Capital for $1.1BAs part of the transaction, which the firms expect to close next year, Pittsburgh-based TriState will continue to operate as a separately branded firm.
October 15, 2021
Hightower to Take a Stake in $700M Georgia RIAThe RIA aggregator is making an unspecified strategic investment in Bluerock Wealth Management.