M&A
M&A
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When President Biden unveiled his plan for student debt relief, borrowers had many questions about what they needed to do. Now, a month later, there are some answers.
September 19 -
The Swiss bank's cancelled $1.4 billion acquisition of the robo-advisor means extra money for shareholders.
September 13 -
Plus, a new Morgan Stanley retirement portal for advisors, and a DEI focused podcast series from the BLX Internship Program.
September 8 -
Millions of parents have taken out student loans for their children, but only some of them are eligible for forgiveness under a new executive order. Here's a look at who qualifies.
September 7 -
Wall Street analysts have presumed that $1.4 billion is now just too much to pay for Wealthfront, but price isn't a sufficient explanation.
September 6 -
The deal would have been Ralph Hamers' biggest transaction since becoming CEO less than two years ago.
September 6 -
Officials say the decision to call off the acquisition, first announced in January, was mutual.
September 2 -
An innovative hybrid firm's new brokerage displays how the industry is placing advisory business at the center of its well-financed plans for the future.
August 25 -
After a longstanding relationship, the New York alternative investments firm buys a chunk of the Swiss bank.
August 23 -
Buyers and sellers are overhauling their firms by folding in accounting and newly-launched independent advisors.
August 17 -
Two RIA acquisitions added $7.7 billion in client assets to the Toronto-based firm's U.S. platform in Q2.
August 12 -
Al Jacobi followed his longtime business partner out the door from a bank with a large wealth arm that pulled out of an acquisition agreement earlier this year.
August 9 -
Three new incoming partner firms have brought $9.5 billion in combined client assets and $50 million in annual revenue this year.
August 4 -
The publicly traded holding company completed the latest of more than 1,000 brokerage shutdowns in the past decade.
August 4 -
Two Securities America brokers and their firm must pay the large award after a case that leaves many unanswered questions.
August 2 -
The Financial Services Network viewed its relationship to LPL as a “dealbreaker.” So Marty Bicknell’s giant RIA is making room.
July 21 -
In the latest sign of big wealth managers displaying some flexibility, Marty Bicknell’s team unveiled another collaboration with a firm often considered a rival.
July 19 -
Announcements involving Fidelity, LPL, BNY Mellon and other well-known firms signal how talent and capital are shaping the industry's future.
July 14 -
Financial advisor Jennifer Marcontell went independent after more than 20 years with her prior brokerage, which itself is making a major change to its structure.
July 8 -
Toronto-Dominion Bank, the Canadian bank that’s been expanding through acquisitions, is weighing a deal for the brokerage firm Cowen, according to people familiar with the matter.
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