Dominant Giants: Recruiting and Sealing Mega Deals

Dive into the latest news on what companies are making new recruits and massive deals, bringing wealth and competition on the rise. Leaders — interactive, immersive, insightful content Interactive forums, immersive content, insightful ideas ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

Merrill loses $1.6B team to UBS amid exodus of firm lifers ​UBS Group is announcing the recruitment of a wealth management team overseeing billions in clients assets from its rival Merrill. Recruiters say the moves show how wirehouses will continue to fight an uphill battle as they struggle to keep experienced teams from moving on. Read more → Interested in getting access to this? Join today starting at $10 $6/week and get the latest news in the financial industry SUBSCRIBE AND SAVE Mariner adds $104B in assets in 2-firm deal In its largest acquisition to date, Mariner Wealth Advisors is buying two asset management firms with more than $100 billion under advisement and combining them into a new business line. Upon the expected close in early April, the two firms will operate under a new brand called Mariner Institutional through their existing teams and offices. Read more → Inside Osaic's plans for Lincoln's wealth business after the $700 million deal Osaic's latest giant deal will spin another insurance company out of a rapidly consolidating — yet growing — industry. The pending acquisition furthers the firm's plans to be dominant, but it also poses tests of its recruiting, capital structure and ongoing reorganization. Read more → Unsubscribe | Manage preferences | About | Contact | Privacy Policy Arizent One State Street Plaza, 27th Floor New York, NY 10004