Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
TD Ameritrade Reps Can Now Advise Clients on Schwab Products
By Jeff BermanTD Ameritrade reps have been trained to enroll clients in Schwab solutions and get paid on those solutions.
January 27, 2022
Kestra Teams With AdvicePay to Offer Fee-for-Service Planning: Tech RoundupAlso, Riskalyze appointed Dr. Shari Hensrud as vice president of risk and analytics.
January 26, 2022
Why Is UBS Buying a Robo for $1.4B?It's "ironic" that Wealthfront, once a disruptor, has been bought by a 160-year-old bank, Tim Welsh says.
January 26, 2022
UBS to Buy Wealthfront for $1.4BThe robo-advisor deal may bring more than $27 billion in assets under management and over 470,000 clients in the U.S. to the Swiss-based firm.
January 21, 2022
Laird Norton, Wetherby Merge to Create $15B Wealth GroupThe combined entity is being led by Kristen Bauer and has offices in Seattle, San Francisco, Los Angeles and New York.
January 19, 2022
4 Big Reasons RIA Deals Are Surging: DeVoeThe upward trajectory will continue for seven years or longer, according to DeVoe & Co.
January 18, 2022
Creative Planning Adds $2B San Diego RIAThe firm plans to announce more acquisitions soon, CEO Peter Mallouk says.
January 14, 2022
Captrust Wraps Up Purchase of $107B FirmPortfolio Evaluations is the third large institutional-focused firm acquired by Captrust over the past year.