Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
How to Maintain RIA Independence Amid a Wave of Consolidation
By John ManganaroNew client demands, lower trading revenue and a search for economies of scale have triggered increased M&A, but not all firms aim to sell.
September 08, 2022
Cetera Is First Client for Broadridge's New Offering: Tech RoundupAlso, Morgan Stanley at Work rolls out Corporate Retirement Portal for advisors.
September 07, 2022
Orion Realigns OperationsThe company is placing a greater focus on its Advisor Tech, OCIO and TAMP segments, it says.
September 07, 2022
Death of UBS-Wealthfront Deal Isn't All About the MoneyUBS never attempted to justify the valuation, nor is it suddenly in need of conserving cash.
September 07, 2022
Sun Life Takes Aim at Wealthy U.S. Clients With Advisors Asset Management DealWith the deal expected to be completed in early 2023, products may be ready for sale in the first half of the year.
September 06, 2022
UBS-Wealthfront Deal Puzzled Many From the StartThe $1.4 billion deal was "doomed from the get-go," Nexus Strategy CEO Tim Welsh says.
September 02, 2022
UBS, Wealthfront Cancel $1.4B DealUBS will, however, buy a $69.7 million note that is convertible into the robo-advisor's shares.
September 01, 2022
Goldman Closes on NextCapital Purchase: Tech RoundupAlso, Goldman Sachs finalizes its purchase of robo-advisor NextCapital Group.