Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Goldman Closes on NextCapital Purchase: Tech Roundup
By Jeff BermanAlso, Goldman Sachs finalizes its purchase of robo-advisor NextCapital Group.
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.
August 19, 2022
Schwab-TD Ameritrade Integration Still on Track: ExecutiveSchwab has also launched Jump Start, which lets TD advisors "choose to open new accounts on the Schwab platform," says Alison Dooher.
August 18, 2022
Reverence to Take Stake in $16B RIA SEIAAdvisor Group will also make an investment to "support the next phase of SEIA's growth," the companies say.
August 17, 2022
Creative Planning Buys Wipfli's $5B RIAThe Milwaukee-based RIA includes 80 advisors, a retirement-plan services group and a digital investment tool, Avid.
August 09, 2022
60/40 Model 'Is Not Working' in This Market: Focus Financial's AdolfTraditional asset allocation models "really need an update," the head of the RIA aggregator says.
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.