Mergers and Acquisitions

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

Creative Planning Buys Silicon Valley RIA Serving Tech Execs

March 30, 2022

Creative Planning Buys Silicon Valley RIA Serving Tech Execs
Schwab Advisors Gain Access to TD Ameritrade's Strategy Desk

March 22, 2022

Schwab Advisors Gain Access to TD Ameritrade's Strategy Desk
Envestnet Names a Global Data Exec: Tech Roundup

March 10, 2022

Envestnet Names a Global Data Exec: Tech Roundup
Schwab Says It's Hiring in 'Nearly All Areas and Functions'

March 10, 2022

Schwab Says It's Hiring in 'Nearly All Areas and Functions'
Why Wealthfront Sold Out to UBS

March 04, 2022

Why Wealthfront Sold Out to UBS
Creative Planning Buys HNW-Focused New York RIA

March 02, 2022

Creative Planning Buys HNW-Focused New York RIA
Peter Mallouk: Long Ukraine War Could Hurt Markets

February 28, 2022

Peter Mallouk: Long Ukraine War Could Hurt Markets
CI Financial Buying $5B California RIA

February 23, 2022

CI Financial Buying $5B California RIA
Baird Nabs $850M Morgan Stanley Reps

February 22, 2022

Baird Nabs $850M Morgan Stanley Reps
Focus Financial Expects to More Than Double Revenue Over Next 4 Years

February 18, 2022

Focus Financial Expects to More Than Double Revenue Over Next 4 Years