M&A
M&A
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With the acquisitions of CIT Group and a large portion of the failed Silicon Valley Bank, the North Carolina company has doubled in size for the second time in a little more than a year and joined the class of super regionals.
March 27 -
The independent firm told financial advisors that selling their own practices without a greenlight from the corporate office could draw FINRA scrutiny.
March 27 -
The larger firm is known for its advanced technology, while its new subsidiary is known for its comprehensive service.
March 23 -
The first emergency sale of a major bank since the financial crisis is giving rivals the chance to grab key personnel or businesses at a discount.
March 23 -
Bigger, better, faster is a label all giant companies want, especially in the hyper-competitive space of managing money for wealthy clients.
March 22 -
Combining the two Swiss megabanks means more assets and a bigger brand for UBS. But it could be a heavy lift, slowing U.S. advisor recruitment.
March 21 -
The VP of mergers and acquisitions for a leading RIA consultant explains how to identify the best value for owners, employees and clients.
March 20 -
UBS's website rolled out last fall, before the current banking crisis.
March 20 -
The buyer intends to slash the post-merger combined annual cost base by more than $8 billion by 2027 after acquiring the troubled Swiss lender.
March 20 -
The Federal Deposit Insurance Corp. says it has extended the deadline for bids on Silicon Valley Bank, will break the bank into two parts for sale and will allow nonbanks to bid on asset portfolios.
March 20