Mergers and Acquisitions

Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions (or M&A) news.

LPL Adds $4.4B Bank Program With Nearly 30 Advisors

November 22, 2022

LPL Adds $4.4B Bank Program With Nearly 30 Advisors
CI Financial to Split U.S., Canada Units as Debt Concerns Rise

November 14, 2022

CI Financial to Split U.S., Canada Units as Debt Concerns Rise
Schwab to Start Next Phase of TD Ameritrade Conversion in January

November 04, 2022

Schwab to Start Next Phase of TD Ameritrade Conversion in January
Schwab's Bettinger: RIA Model Will 'Keep on Winning'

November 03, 2022

Schwab's Bettinger: RIA Model Will 'Keep on Winning'
TIAA Agrees to Sell Its Bank

November 03, 2022

TIAA Agrees to Sell Its Bank
LPL to Buy a $40B Branch Office With 800 Advisors

November 03, 2022

LPL to Buy a $40B Branch Office With 800 Advisors
Schwab Considers Loan Options for Clients

November 02, 2022

Schwab Considers Loan Options for Clients
BD Deals: When Do Advisors Win, Lose?

November 02, 2022

BD Deals: When Do Advisors Win, Lose?
Blucora to Change Its Name, Sell TaxAct Software Business

November 02, 2022

Blucora to Change Its Name, Sell TaxAct Software Business
Schwab Sets Date for TD Ameritrade Platform Conversion

October 28, 2022

Schwab Sets Date for TD Ameritrade Platform Conversion