Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Reverence to Take Stake in $16B RIA SEIA
By Jeff BermanAdvisor Group will also make an investment to "support the next phase of SEIA's growth," the companies say.
August 04, 2022
Robinhood CEO Dismisses Talk of Sale to Schwab, Other RivalConsultant Tim Welsh says there's "almost a zero chance" that Schwab would undertake another big deal so soon after its TD Ameritrade acquisition.
August 04, 2022
BNY Mellon to Use Xceptor Tax Platform: Tech RoundupAlso, Envestnet is launching a "SpongeBob SquarePants" themed marketing campaign.
August 02, 2022
Mariner Wealth Adds $8.6B RIAHeber Fuger Wendin Investment Advisors, based near Detroit, focuses on work for community banks and credit unions.
July 29, 2022
National Securities Closes Its DoorsThe broker-dealer ceased operations this week, and its advisors moved to B. Riley Wealth through a merger.
July 26, 2022
Captrust Adds $4B RIA Based in MissouriThe acquisition is the first Captrust's closed in 2022 and the 57th firm to join it since 2006.
July 19, 2022
6 Questions to Ask Before You Sell Your BusinessTo make this decision, be honest about your motivations; to get the best possible deal, be sure to carry out lots of due diligence.
July 19, 2022
Mariner to Buy $26B Firm, LPL PartnerThe Financial Services Network is set to operate as Mariner Advisor Network and maintain its strategic relationship with LPL Financial.