Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
JPMorgan Retained 90% of First Republic Clients After Takeover
By Hannah LevittOne executive said the bank should hit its "integration milestones" and expects to "outperform the deal model."
November 14, 2023
Schwab's October Asset Flows PlummetThe firm recently trimmed about 5% of its workforce, laying off roughly 2,000 employees.
October 31, 2023
Creative Planning Buys Mesirow's $13B Corporate Retirement TeamThe group works with more than 350 plans and is based in Chicago.
October 16, 2023
Schwab Adds TD Ameritrade's Thinkorswim to New Trading PlatformThe platform will be offered "alongside extensive trading education and specialized service," the firm said.
October 04, 2023
Cetera Picks Up More Funding From Major InvestorThe news comes a month after Cetera said it was buying Avantax.
October 04, 2023
Hightower Lays Off About 5% of StaffThe company cited an "ongoing strategic realignment."
October 03, 2023
Creative Planning Adds $1.4B Advisory FirmThe acquired RIA firm, based in Berwyn, Pennsylvania, is focused on helping clients with business succession planning.
October 02, 2023
Envestnet, Orion Cutting JobsEnvestnet cited "macroeconomic headwinds," while Orion said it was culling "duplicative" roles after acquisitions.