Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
'The Stars Aligned': Orion-Redtail Deal Was Years in the Making
By Jeff Berman"I used to lose sleep over the thought of this transaction going in a different direction," the CEO says.
March 31, 2022
CI Financial Scoops Up $11.4B Eaton Vance Wealth Business From Morgan StanleyThe deal expands the firm's Boston presence and brings CI Private Wealth assets in the U.S. to $133 billion.
March 30, 2022
Creative Planning Buys Silicon Valley RIA Serving Tech ExecsEmery Howard manages over $1.8 billion and is located in Creative Planning's fastest-growing U.S. market, CEO Peter Mallouk says.
March 22, 2022
Schwab Advisors Gain Access to TD Ameritrade's Strategy DeskThe Strategy Desk provides one-on-one options consulting for portfolio-specific needs and other ways to earn CE credits.
March 10, 2022
Envestnet Names a Global Data Exec: Tech RoundupAlso, iCapital is buying Stifel feeder fund platform.
March 10, 2022
Schwab Says It's Hiring in 'Nearly All Areas and Functions'At its online jobs board, the company lists about 1,000 positions it's looking to fill.
March 04, 2022
Why Wealthfront Sold Out to UBSUBS made Wealthfront an offer that the robo-advisor and its VC backers couldn't resist.
March 02, 2022
Creative Planning Buys HNW-Focused New York RIAThe Doman Group manages $400 million and has a specialty service for professional athletes and entertainers.