December 9, 2019
Creative Planning to Acquire Hogan Financial
On December 3, 2019, Creative Planning, Inc. announced that it had entered into an agreement to acquire Hogan Financial Management LLC.
December 9, 2019
Berkshire Global Advisors Q3 Wealth Industry Report
Berkshire Global Advisors issued its 2019 Q3 newsletter, “In the aftermath of structural and regulatory changes, Australia’s lucrative asset management industry beckons,” on wealth management industry trends and transactions. To read the report, please click here.
December 6, 2019
CI Financial Acquires Stake in Surevest Wealth Management
On November 26, 2019, CI Financial Corp. announced that it had acquired a majority stake in Surevest Wealth Management.
December 5, 2019
Columbia Property Trust to Acquire Normandy Real Estate Management
On October 16, 2019, Columbia Property Trust, Inc. announced that it had entered into an agreement to acquire Normandy Real Estate Management, LLC.
December 4, 2019
Bluespring Wealth Partners Acquires Vector Wealth Management
On November 14, 2019, Bluespring Wealth Partners announced an agreement to acquire Vector Wealth Management.
December 2, 2019
Charles Schwab to Acquire TD Ameritrade
On November 25, 2019, The Charles Schwab Corporation announced that it had entered into an agreement to acquire TD Ameritrade Holding Corporation in an all-stock transaction. Pursuant to the agreement, The Charles Schwab Corporation (“Charles Schwab”) will acquire TD Ameritrade Holding Corporation (“TD Ameritrade”) in a $26 billion, all-stock transaction.