Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Orion Realigns Operations
By Jeff BermanThe company is placing a greater focus on its Advisor Tech, OCIO and TAMP segments, it says.
September 06, 2022
UBS-Wealthfront Deal Puzzled Many From the StartThe $1.4 billion deal was "doomed from the get-go," Nexus Strategy CEO Tim Welsh says.
September 02, 2022
UBS, Wealthfront Cancel $1.4B DealUBS will, however, buy a $69.7 million note that is convertible into the robo-advisor's shares.
September 01, 2022
Goldman Closes on NextCapital Purchase: Tech RoundupAlso, Goldman Sachs finalizes its purchase of robo-advisor NextCapital Group.
August 31, 2022
Hightower Takes Stake in HNW-Focused Firm in WashingtonThe investment in Highland Private Wealth Management is Hightower's fifth deal this year.
August 30, 2022
Top 10 RIA Deals in the First Half of 2022Echelon Partners and DeVoe & Co. both say 2022 is on track to be a strong year for M&A despite shifting trends.
August 25, 2022
ICapital to Buy UBS Alt Feeder Fund Platform: Tech RoundupAlso, Morgan Stanley at Work expanded fractional share trading capabilities.
August 22, 2022
9 Ways to Be the Advisor Your Clients Really NeedClients want you to be more than just their financial advisor. But you don't have to become an expert in everything.