Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Altruist Buys Rival Custodial Platform SSG
By Jeff BermanThe acquisition will help Altruist, led by Jason Wenk, double the footprint of its RIA-exclusive services and products.
March 09, 2023
Creative Planning Buys $1B Memphis RIA FirmThe addition of Telarray is helping Creative Planning "break deeper into the Tennessee market," CEO Peter Mallouk says.
March 03, 2023
Antitrust Suit Challenging Schwab-TD Ameritrade Deal Can Proceed, Judge RulesA judge struck down Schwab's motion to dismiss the investors' class-action suit.
March 01, 2023
Does BlackRock's Sale of FutureAdvisor to Ritholtz Deal Death Blow to Robos?The deal signals "big asset managers' digital efforts are over," says Tim Welsh of Nexus Strategy. Others disagree.
February 28, 2023
Integrated Partners Buys $2B RIA Near San DiegoThe acquisition of Laurel Wealth Advisors is Integrated's first.
February 27, 2023
PE Firm to Buy Focus Financial at $7B ValuationThe firm's board has approved Clayton Dubilier & Rice's offer of $53 a share.
February 23, 2023
How Janus Henderson's New Boss Plans to Stem OutflowsJanus CEO Ali Dibadj seeks a turnaround after clients pulled about $130 billion since 2017.
February 23, 2023
Orion Launches Advisor Academy: Tech RoundupAlso, Dynasty Financial Partners selected BridgeFT's WealthTech API to power its integrated wealth technology,