Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Cetera to Buy Securian Financial's Wealth Unit
By Janet LevauxThe deal includes 1,000 financial professionals and 30 firms working with a total of $72.2 billion in assets.
January 17, 2023
UBS Doesn't Plan to Buy Credit Suisse or U.S. FirmsThe firm needs to get its U.S. wealth business "up and running and improve ... margins," says Chairman Colm Kelleher.
January 12, 2023
Captrust Buys $2.3B RIA in NashvilleTrustCore Financial Services includes 16 advisors serving individuals, families, endowments and foundations.
January 05, 2023
Focus Partner Firm to Merge With Real Estate GroupKovitz Investment Group Partners is set to merge with Origin Holding Co., a private real estate fund manager.
January 03, 2023
'No Better Time Than Challenging Times' for RIAs: Focus Financial's Rudy AdolfThe firm's growth plans include expanding international revenue to 20% of the total, the Focus CEO tells ThinkAdvisor.
December 27, 2022
Larry Roth to Take Lead Role at New Firm After SPAC MergerHe will be executive chairman after Kingswood Acquisition and Wentworth Management Services combine and go public.
December 19, 2022
Dynasty Scraps IPO as Schwab, Private Equity Firm Take StakesSchwab and Boston-based private equity firm Abry Partners are taking unspecified minority stakes.
December 15, 2022
6 Actions RIA Firms Should Take in 2023: DeVoeHere's how RIAs can plan for long-term growth, according to David DeVoe.