Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Creative Planning Buys HNW-Focused New York RIA
By Jeff BermanThe Doman Group manages $400 million and has a specialty service for professional athletes and entertainers.
February 22, 2022
Baird Nabs $850M Morgan Stanley RepsThe advisors move from the wirehouse to Baird in Yakima, Washington, and Durango, Colorado.
February 18, 2022
Focus Financial Expects to More Than Double Revenue Over Next 4 YearsIt also seeks to increase its number of partner firms by about 50%, CEO Rudy Adolf says.
February 10, 2022
Merchant Investment Group Takes Minority Stake in $1B RIAFusion Family Wealth is a behavioral finance focused firm on Long Island.
February 08, 2022
Betterment Buys Crypto-Focused RIAThe robo–advisor says it is acquiring Makara, an RIA that sells automated cryptocurrency portfolios.
February 07, 2022
Carson Group Tops $20B in AssetsThat's up about 32% from a year ago; Carson Group says it now has 120 partner advisory firms nationwide.
February 04, 2022
TD Ameritrade Reps Can Now Advise Clients on Schwab ProductsTD Ameritrade reps have been trained to enroll clients in Schwab solutions and get paid on those solutions.
February 01, 2022
Hightower Takes Stake in Business Manager to the WealthyGrant Tani Barash & Altman does bill payment, tax preparation and related services for high-net-worth clients in Los Angeles and nationwide.