Mergers and Acquisitions

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

State Street to Implement Machine Learning: Tech Roundup

June 24, 2021

State Street to Implement Machine Learning: Tech Roundup
Schwab to Launch Digital Account Onboarding for Advisors in July

June 23, 2021

Schwab to Launch Digital Account Onboarding for Advisors in July
What's Stopping You From Doing a Deal?

June 22, 2021

What's Stopping You From Doing a Deal?
RobustWealth's Closure 'a Shame,' but Not a Surprise, Techies Say

June 17, 2021

RobustWealth's Closure 'a Shame,' but Not a Surprise, Techies Say
Morgan Stanley CEO Talks About the Hardest Part of E-Trade's Integration

June 15, 2021

Morgan Stanley CEO Talks About the Hardest Part of E-Trade's Integration
Regtech Firm ComplySci Gets $120M in Funding: Tech Roundup

June 10, 2021

Regtech Firm ComplySci Gets $120M in Funding: Tech Roundup
Cetera Wraps Up Purchase of Voya Unit

June 10, 2021

Cetera Wraps Up Purchase of Voya Unit
Morgan Stanley Shifts E-Trade Execs to Key Wealth Management Roles

June 10, 2021

Morgan Stanley Shifts E-Trade Execs to Key Wealth Management Roles
Broadridge Buys Marketing Platform AdvisorStream

June 09, 2021

Broadridge Buys Marketing Platform AdvisorStream
Raymond James to Acquire Private Equity Advisor Cebile

May 26, 2021

Raymond James to Acquire Private Equity Advisor Cebile