M&A
M&A
-
Shareholders of both companies will meet separately next month to cast ballots on the $28 billion deal, and BB&T investors will also decide whether the new company should be called Truist Financial.
June 19 -
The purchase gives the firm, which relies on the U.S. for nearly all revenue, a foothold in Canada.
June 18 -
Truliant Federal Credit Union claims that the BB&T-SunTrust post-merger brand represents trademark infringement and unfair competition.
June 17 -
After a reboot in its tech strategy, the RIA custodian is “redesigning every aspect of the advisor experience,” it says.
June 17 -
"Truist" was roundly mocked when it was unveiled as the name of the merging BB&T and SunTrust, but it’s hardly the first bank moniker to elicit a "huh?" from critics.
June 16 -
Judging by day one on social media, you’d think the new Truist brand was a flop. But marketing and branding experts say the name has a lot going for it. What matters most will be how the two banks advocate for the name.
June 12 -
The combined company will be known as Truist, which plays off “trust,” a word the banks’ original names had in common.
June 12 -
Following two recent mega-mergers in the bullion space, the fight to secure dominance is intensifying.
June 11 -
-
“The amount of capital available to this industry is small relative to the size of the need,” says one new lender.
June 10 -
The No. 1 IBD aims to triple its potential target market reach, in part by adapting some aspects of employee services to independence.
June 7 -
Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.
June 6 -
The ex-CEO of a tax-focused firm acquired by the network in 2012 now leads HD Vest and 1st Global following the $180-million deal.
June 5 -
Independent broker-dealers have changed with the times. Our annual ranking has, too.
June 3 -
Warning: Advisory firm buyers may be purchasing a depleted oil well.
June 3 -
The firm hopes to broaden wealth management offerings beyond ultrahigh-net-worth clients.
June 3 -
Despite a great year, firms don't see fit to rest on their laurels. Instead, they're preparing and adjusting to falling traditional revenue and rising expenses.
June 3 -
Voices: Morningstar now among largest players in credit rating market, and investors haven't noticed Why? Three other competitors have an astounding 95.8% of market share.
May 31 -
CEO Dan Arnold presented details of the firm's mounting ambition after announcing the acquisition of a brokerage and RIA with $3 billion in client assets.
May 22 -
The billions of dollars that have flooded the state and local debt market this year have only heightened the craving.
May 22

















