Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
Has Creative Planning's Mallouk 'Nailed It' With Goldman Sachs Deal?
By Janet LevauxThe $245 billion RIA is set to add the former United Capital's $29 billion in assets and its practice management platform.
August 22, 2023
10 Best Robo-Advisors: Q2 2023Condor Capital Wealth Management considers performance, features, costs and access to live advisors.
August 21, 2023
Schwab to Lay Off Staff, Close Offices to Save $500M a YearThe news comes less than two weeks before its final integration efforts with TD Ameritrade are set to take place.
August 21, 2023
6 Schwab Integration Worries of TD Ameritrade Advisors: Advisors' AdviceAdvisors air their remaining fears as the final move to the Schwab platform approaches.
August 21, 2023
Goldman Mulls Sale of Former United Capital BusinessIt bought the RIA, led by Joe Duran until early 2023, for $750 million, about four years ago.
August 17, 2023
Onramp Bought by Digital Assets Firm SecuritizeThe deal will give RIAs easy access to alternative investments, the firms say.
August 17, 2023
Why Advisory Assets, Retail Clients Are Leaving SchwabIf Schwab loses 4% of revenue and 1% of client assets, the acquisition's a success, says Alois Pirker.
August 15, 2023
RIA Taps Ex-BlackRock Private Wealth Head for CEO SlotSageView Advisory Group appointed John Longley as its CEO and named founder Randy Long as its chairman.