Browsing Tag
Mergers and Acquisitions (M&A)
176 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.
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.
How Quickly is Advisor Consolidation Coming? Excel 401(k) Conference
Where were we 10 years ago when compared with today, and what are the implications for the next…
Broadridge Buys Fi360 to Boost Reg BI Solutions
Broadridge acquires Fi360 to expand fiduciary tools, boost retirement solutions, and strengthen wealth advisor support.
Is the ‘Clock Ticking’ on 401k Firm Consolidation? GRPAA Conference
The frenzy of recent 401k firm acquisitions was a hot topic at GRPAA’s Finnovation Conference in San Diego…
9 Advisor Challenges That Make the Case for Consolidation: GRPAA Conference
Consolidation in the 401k space has people asking questions. Do advisors step aside for the next generation? If…