Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Schwab to Launch Digital Account Onboarding for Advisors in July
By Jeff BermanThe enhancement is part of a "second major wave" of digital capabilities and Schwab is already working on a "third phase" of its plan, it says.
June 15, 2021
Morgan Stanley CEO Talks About the Hardest Part of E-Trade's IntegrationJames Gorman also wants to see employees back to work soon: "If you can go into a restaurant in New York City, you can come into the office."
June 10, 2021
Regtech Firm ComplySci Gets $120M in Funding: Tech RoundupAlso, Onramp Invest joins Visa's Fintech Fast Track program.
June 10, 2021
Cetera Wraps Up Purchase of Voya UnitThe unit, now operating as Cetera Wealth Partners, has some $37 billion of assets and 130 new employees.
June 10, 2021
Morgan Stanley Shifts E-Trade Execs to Key Wealth Management RolesThe firm seeks to "leverage the full set of skills and experiences across the organization," says wealth exec Andy Saperstein.
June 09, 2021
Broadridge Buys Marketing Platform AdvisorStreamInitial opinions of fintech experts on the acquisition were decidedly mixed.
May 26, 2021
Raymond James to Acquire Private Equity Advisor CebileThe company also launched a new application for advisors and nabbed an advisor team from Wells Fargo.
May 19, 2021
Edelman Financial Engines to Buy $846M RIA in the NorthwestEdelman Financial Engines is adding to its tax practice capabilities and CPA staffing with the transaction, expected to close this quarter.