Mergers and Acquisitions

Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.

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
TD Ameritrade's Retirement Plan Unit Being Merged Into Schwab's

March 25, 2021

TD Ameritrade's Retirement Plan Unit Being Merged Into Schwab's
Introducing ThinkAdvisor's New Awards Program: The LUMINARIES

March 24, 2021

Introducing ThinkAdvisor's New Awards Program: The LUMINARIES