Browsing Tag
Mergers and Acquisitions (M&A)
180 posts
Mergers and acquisitions (M&A) refer to business transactions where two companies combine (merger) or one company purchases another (acquisition). M&As are strategic moves to expand market share, gain new capabilities, reduce competition, or achieve growth. While mergers create a new entity, acquisitions result in one company absorbing another. These deals can impact employees, operations, stock value, and retirement plans, often triggering regulatory review and integration planning. M&As are common in industries seeking consolidation and efficiency.
Franklin Templeton Buys Legg Mason
Franklin Templeton Legg Mason Acquisition expands assets to $1.5 trillion, strengthening investment strategies and global distribution.
RIA M&A Decade in Review (and 2020-2029 Preview)
Succession Resource Group released its 10-year retrospective look at the state of the mergers and acquisitions for independent RIAs and advisors.
OneDigital Buys 401k Firm Aggregator Resources Investment Advisors
Health and benefits provider OneDigital has acquired aggregation-firm Resources Investment Advisors, both companies announced Tuesday. The acquisition is…
Navigating the ‘Retirement Planning to Wealth Management’ Move
"When I go around the country and I talk to retirement-focused advisor firms that we might be interested in acquiring, most of them are trying to figure out how to get into the wealth management business," says CAPTRUST's Rick Shoff. "It's an industry trend that makes complete sense."
Fidelity Weighs in on Schwab/TD Deal
Fidelity on Schwab TD Merger highlights risks of reduced value, low cash sweep rates, and service concerns for investors.
Big Deal is Official: Schwab to Acquire TD Ameritrade
Schwab acquires TD Ameritrade in a $26B all-stock deal, creating a financial giant with $5T in assets and 24M client accounts.
Schwab to Buy TD Ameritrade in Blockbuster Deal: Report
Big news out of the brokerage world as Charles Schwab is reportedly in talks to buy TD Ameritrade,…
Hub ‘Rolls Up’ Another 401(k) Advisory Firm
Hub International acquisition adds Peragine and Biondo, strengthening retirement and wealth services for corporate and private clients.
Massive M&A Opportunity for RIAs
New research from Cerulli Associates finds that the total market for registered investment advisor (RIA) acquisitions over the…
Advisor Group to Buy Ladenburg IBDs in $1.3B Deal
Advisor Group acquisition Ladenburg creates the second-largest independent broker-dealer with vast scale and advisor support.