News, Comment & Analysis results for SmartWealth

M and A
September 6, 2022

UBS, Wealthfront Terminate Merger Deal

UBS declined to comment further on the reasons for the merger talks coming to an end.

WM Market Reports
March 8, 2022

US Wealth Managers Nervously Eye Robo-Advisors – Study

UBS's purchase of US digital wealth manager Wealthfront – one of the largest such deals in recent

M and A
January 27, 2022

UBS Steps Up Digital Game With Wealthfront Acquisition

The battle to win business from Millennials and Gen Z clients, less beholden to traditional models

M and A
June 18, 2021

JP Morgan Chase Pushes Into UK's "Robo" Market, Agrees Nutmeg Deal

Launched in 2012, Nutmeg was designed to shake up conventional wealth management by automating

Technology
January 28, 2019

How Tech Drives Wealth Management Change

This feature delves into the different ways technology is changing the face of wealth management.

M and A
November 19, 2018

Brown Advisory, Signature Agree Merger

The consolidation trend in parts of the US wealth management sector continues.

M and A
November 6, 2018

Mercer Advisors Spins M&A Carousel With Another Deal

The Denver-based RIA has added to a brisk mergers and acquisitions wealth market this year with

M and A
October 1, 2018

ANALYSIS: Capital, Demographics Driving Wealth Management M&A

This news service talks to North American wealth managers about why they think there's so much M&A

Strategy
September 12, 2018

Venture Capital Houses Put $33 Million Into Digital Wealth Firm

The investment houses are backing a new RIA that calls itself a "next-generation financial services

M and A
August 30, 2018

UBS To Sell Online Wealth Management Operation

The operation was launched in 2016 and was deemed "limited" as a commercial offering.

Comment & Analysis results for SmartWealth