Mergers and Acquisitions
Learn the latest on dealmaking in wealth management and financial services, including the latest mergers and acquisitions news.
The Standard to Acquire Elevance Life and Disability Business
By Allison BellThe deal could help the buyer expand retirement plan sales.
March 23, 2023
TAMP GeoWealth Buys First AscentAssets for the combined RIA-focused entity should total $21 billion.
March 23, 2023
Wall Street Eases Hiring Freeze in Grab for Credit Suisse TalentHeadhunting firms working with banks like Goldman Sachs have started to fly representatives into Zurich to speak with candidates.
March 22, 2023
12 Actions TD Ameritrade Advisors Should Take During Schwab TransitionThese moves will help advisors at each firm optimize their businesses, according to F2 Strategy.
March 20, 2023
This Is No 2008The current banking turmoil is quite different from the 2008 financial crisis, Bob Doll and others say.
March 20, 2023
What UBS' Credit Suisse Deal Means for Advisor RecruitingThe acquisition is expected to create a business with over $5 trillion in total invested assets.
March 19, 2023
UBS to Buy Credit Suisse in $3.2B DealThe deal includes a price per share that is nearly 100% lower than Credit Suisse's peak stock price in 2007.
March 16, 2023
UBS, Credit Suisse Oppose Idea of Forced Combination, Sources SayUBS would prefer to focus on its own wealth-centric standalone strategy and is reluctant to take on risks related to Credit Suisse.