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 Strikes Its First 2021 Deal, Opens Nonprofit

April 27, 2021

Creative Planning Strikes Its First 2021 Deal, Opens Nonprofit
Schwab: TD Ameritrade Integration Costs Higher Than Expected

April 22, 2021

Schwab: TD Ameritrade Integration Costs Higher Than Expected
Merger of Schwab, TD Ameritrade Advisor Referral Networks Begins

April 21, 2021

Merger of Schwab, TD Ameritrade Advisor Referral Networks Begins
RIA Sequoia Financial Strikes Deal, Pushing Assets to $7B

April 20, 2021

RIA Sequoia Financial Strikes Deal, Pushing Assets to $7B
Focus Financial CEO Took 17% Pay Cut in 2020

April 19, 2021

Focus Financial CEO Took 17% Pay Cut in 2020
Orion Closes HiddenLevers Deal: Tech Roundup

April 16, 2021

Orion Closes HiddenLevers Deal: Tech Roundup
RIA M&A Activity Sets Records in Q1

April 15, 2021

RIA M&A Activity Sets Records in Q1
IQ-EQ to Acquire $1.9B Private Wealth Firm in South Dakota

April 13, 2021

IQ-EQ to Acquire $1.9B Private Wealth Firm in South Dakota
Captrust Adds $700M California RIA From Wells Fargo FiNet

April 02, 2021

Captrust Adds $700M California RIA From Wells Fargo FiNet
Schwab, TD Ameritrade 'Aggressively' Hiring Service Staff After Advisor Complaints

March 30, 2021

Schwab, TD Ameritrade 'Aggressively' Hiring Service Staff After Advisor Complaints