Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Wealth Enhancement Group to Add $853M RIA
By Janet LevauxThe transaction is the LPL affiliate's ninth purchase this year.
July 29, 2021
Raymond James Moves to Buy $38B Wealth FirmThe U.K.-based Charles Stanley Group has 200 wealth managers and could be acquired for about $387 million.
July 27, 2021
Schwab Cuts More TD Ameritrade ExecsThe latest cuts also are said to include nearly every remaining HR associate in TD Ameritrade's retail and institutional businesses.
July 27, 2021
Hightower Scoops Up $2B RIAAs part of the deal, Farr, Miller & Washington CEO Michael Farr is set to become Hightower's chief market strategist.
July 26, 2021
Aon and Willis Break Off MergerAon will pay Willis Towers Watson a $1 billion termination fee, per their business combination agreement.
July 20, 2021
Mariner, AdvicePeriod to Form $48.1B RIAMariner's deal to acquire AdvicePeriod follows an investment in Mariner by private equity firm Leonard Green & Partners.
July 15, 2021
RIA Deal Activity Cools in Q2Deals are down from a strong first quarter, but 2021 is on track to exceed last year, according to DeVoe & Co. and Echelon Partners.
July 14, 2021
Carson Group Valued at $1B With New Bain Capital InvestmentAs part of the deal, Long Ridge Equity Partners is giving up its minority investment in the Ron Carson-led business.