Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
4 Things TD Ameritrade Advisors Should Do Before Schwab Conversion
By Jeff BermanHere's what advisors should do before the final move over Labor Day weekend, according to industry experts.
July 12, 2023
Captrust Expands in South by Adding $2B Family OfficeAdding Southern Wealth Management will more than double Captrust's existing tax practice, according to the firms.
July 06, 2023
Cerity Partners Adds UHNW Firm in New YorkAJ Wealth manages over $2 billion in assets and specializes in family office services.
June 27, 2023
Brookfield Re Makes $4.3B Offer to Buy American EquityThe annuity pioneer avoided two earlier suitors, but Brookfield Re already owns a 20.38% stake.
June 21, 2023
Carson Group Strikes Its Largest Deal YetNorthwest Capital Management, with $5 billion in AUM, specializes in retirement plan services.
June 16, 2023
SageView Picks Up Founders of $5B Retirement GroupRetirement Benefits Group co-founders Tony Franchimone and Larry Deatherage are becoming SageView managing directors.
June 07, 2023
Cetera Snaps Up $1.4B RIA in KansasThe hybrid RIA and BD's acquisition of The Retirement Planning Group in Leawood adds 14 advisors to Cetera.
June 05, 2023
Creative Planning Buys $2.5B Professional Services FirmThe addition gives Creative Planning an "even stronger presence in the Midwest," said CEO Peter Mallouk.