Mergers & Acquisitions

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  1. Articles

    Cetera closing J.P. Turner, offering some brokers jobs at Summit

    CEO Larry Roth claims the move is not part of any widespread consolidation within RCAP's retail brokerage division.

  2. Articles

    UBS' U.S. brokerage business not for sale: Sergio Ermotti

    Sergio Ermotti, chief executive of UBS Group AG, took time Monday to deny renewed speculation that the firm's Wealth Management Americas group might be for sale.

  1. Articles

    Goldman Sachs makes ESG bet with acquisition of asset manager Imprint Capital

    The asset-management firm advises clients on investing based on their environmental, social and governance views and has more than $550 million of assets under advisement.

  2. Articles

    Raymond James' Elwyn downplays acquisitions

    Brokerage isn't plotting its own big buys despite moves by competitors, says president of the firm's employee-adviser channel.

  3. Articles

    Focus Financial takes stake in $1 billion wealth adviser

    Northbrook, Ill.-based Relative Value Partners brings to 35 the number of affiliates of the deep-pocketed firm led by CEO Rudy Adolf.

  4. Articles

    Willis Group and Towers Watson to merge

    The newly combined advisory and insurance company will be named Willis Towers Watson and have revenue of approximately $8.2 billion.

  5. Articles

    Barclays brokers sniff at Stifel, jump to Merrill

    Fifteen Barclays advisers have joined Merrill Lynch in the wake of news that Stifel Financial had agreed to buy their unit.

  6. Articles

    Cost pressures compel $24 billion B-D to sell stake to PE firm

    Family-owned brokerage firm Lincoln Investment Planning has sold a 20% stake to Lovell Minnick Partners, a private equity firm.

  7. Articles

    Why this is an exceptional time to be investing in Europe

    Confluence of events make European companies extremely appealing for investors

  8. Articles

    5 ways to prevent acquisition deals from going bad

    There are several key variables that will help determine a positive outcome for a purchase or sale.

  9. Articles

    Stifel could pay up to $200M for Barclays' U.S. wealth unit: Report

    Credit Suisse analysts crunch the numbers following news report brokerage run by CEO Ron Kruszewski is in negotiations to buy the business.

  10. Articles

    The top RIAs pose strong competition to large brokerages

    The top of InvestmentNews' annual ranking of fee-only RIAs features traditional firms that collectively pose a threat to the largest brokerages.(Plus: Our full RIA Rundown 2015 special report)

  11. Articles

    RIA sales undone because of psychology

    In 2014, there were 47 acquisitions of registered investment advisers involving firms with a combined $47.4 billion of assets under management, according to Charles Schwab & Co. That may sound like a like, but it constitutes only one quarter of 1% of the industry's participants.In a new research

  12. Articles

    John Sykes sells brokerage business to Ameriprise

    Deal with Ameriprise could mark the end of the line for John Sykes, who, at one time, hoped to build a brokerage to rival Raymond James.

  13. Articles

    Former Cetera owner Don Marron returns to the investment advice business

    Industry vet says the future lies in retail, with baby boomers retiring and workers being moved to defined contribution plans away from pensions.