Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Sequoia Financial to Buy $5B Multi-Office Firm
By Jeff BermanThe acquisition of Zeke Capital Advisors will make Sequoia a wealth manager with $15 billion in client assets.
February 09, 2023
Build, Buy or Partner: What's the Best Way for Advisors to Scale?DeVoe & Co.'s Doug Johnson and Alera Group's Tina Hohman discuss how to provide the services clients demand.
February 09, 2023
Cetera Takes Minority Stake in $1.7B FirmThe BD/RIA has made a strategic investment in Overland Park, Kansas-based Prosperity Advisors.
February 06, 2023
United Advisor Group Launches as RIA AggregatorThe new firm has selected Goldman Sachs Advisor Solutions as its custodian.
February 03, 2023
Merger to Create $73B Alternative Investment FirmFS Investments and Portfolio Advisors did not immediately disclose the financial terms of their deal.
February 02, 2023
Focus Financial Mulls $4B Offer From PE FirmClayton Dubilier & Rice wants to take Focus private for $53 per share in cash.
February 01, 2023
Mariner Wealth Hires John Hancock ExecTodd Cassler comes on board to serve as the firm's chief strategy and growth officer.
January 26, 2023
Vestmark Adds 6 New SMA Strategies: Tech RoundupAlso, Financial Services Institute teams with Broadridge to introduce free Form CRS Video Guide for FSI members.