Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Cetera Names New Head of Indie Advisor Channel
By Jeff BermanTom Halloran, Cetera Wealth Partners president, will replace Brett Harrison, who is leaving after over 25 years.
September 11, 2023
Wealthtender Buys Online Advisor Community AGCMembers of AGC, co-founded by Taylor Schulte and Justin Castelli, will gain access to Wealthtender's marketing tools.
September 11, 2023
Why Cetera's $1B Avantax Deal Is a 'Powerful' MoveThe deal brings Cetera a new custodial relationship and platform, according to CEO Adam Antoniades and others.
September 07, 2023
One Bizarre Blip From the Schwab-TD Ameritrade IntegrationAfter the move, a client said he found himself with access to an unknown couple's $4 millon trust.
September 05, 2023
No Big Issues With TD Ameritrade Integration: Schwab"This weekend, we moved [over] 7,000 advisor firms ... to [our], platform," said Schwab Advisor Services' Bernie Clark.
September 01, 2023
All Eyes on Schwab: 8 Things Experts Are Watching on TD Integration WeekendWill the long-awaited final integration go smoothly? Advisors and others weigh in.
August 30, 2023
3 Critical Tax Tips for TD Advisors, Clients as Schwab Integration NearsIRA contributions, distributions and tax withholding should be closely monitored, says consultant Grier Rubeling.
August 28, 2023
Has Creative Planning's Mallouk 'Nailed It' With Goldman Sachs Deal?The $245 billion RIA is set to add the former United Capital's $29 billion in assets and its practice management platform.