CAPTRUST Makes Portfolio Evaluations Its First Acquisition of 2022
In one of CAPTRUST’s largest acquisitions to date, the move to onboard Portfolio Evaluations brings more than $107 billion in assets and several hundred clients.
Deals & People
Deals & People
Retirement Industry People Moves
OneDigital acquires Gouldin & McCarthy; Kingswood U.S. adds seven financial advisers; Mercer Advisors acquires Cordasco Financial Network; and more.
Deals & People
Deals & People
Deals & People
Deals & People
Retirement Industry People Moves
Financial Planning Association 2022 president announced; Northwestern Mutual appoints new managing director; Nationwide names retirement solutions distribution leader; and more.
SageView Reveals Channel Financial Acquisition
The pace of retirement plan adviser industry mergers and acquisitions is already picking up in 2022, with a handful of major deals already being revealed by the likes of SageView, NFP and Hub International.
2022 M&A Action Picks Up Steam With Latest NFP Acquisition
The firm says its acquisition of Improved Funding Techniques Inc. expands its retirement footprint in the Northeast.
Creative Planning Acquires Berno Financial Management
One of the first adviser industry acquisition deals of 2022 underscores the trend of retirement plan-focused firms and wealth management firms joining forces.
Deals & People
Retirement Industry People Moves
John Hancock Investment Management names new managing director; Transamerica selects large market retirement sales leader; Hub International acquires retirement plan consulting firm; and more.
Deals & People
Deals & People
Retirement Industry People Moves
Hub International makes new acquisition; Carillon Tower Advisers names head of sustainable investing and corporate responsibility; K&L Gates adds employee benefits partner; and more.
PCIA Announces Another Acquisition Amid Red-Hot Industry M&A
Prime Capital Investment Advisors will acquire another personal wealth-focused firm, in Financial Network Limited, after previously acquiring Sphere Wealth Management in April.
Deals & People
Retirement Industry People Moves
Hub International announces new acquisitions; Verus adds to its management committee; Cinctive Capital expands investment team; and more.
Deals & People
Deals & People
Retirement Industry People Moves
Mercer Advisors announces new acquisition; Lincoln Financial Group names new chief officers; Smart appoints merger and acquisition director; and more.
Creative Planning Acquires Dashboard Wealth Advisors
This is Creative Planning’s second recent deal, underscoring how adviser industry M&A volume continues at a rapid pace.
Deals & People
Deals & People
Retirement Industry People Moves
Portfolio Evaluations adds senior fiduciary consultant; Voya Investment Management to acquire Tygh Capital Management; and Alan Biller and Associates makes key promotions.
NFP’s Wealthspire Acquires Private Ocean
Wealthspire’s leadership calls the acquisition “a significant opportunity to plant a flag on the West Coast and demonstrate our growing national scope.”
Deals & People
Retirement Industry People Moves
North Pier adds senior consultant in Chicago; Natixis Investment Managers hires head of retirement and institutional business; Mesirow appoints managing director to oversee structured debt; and more.
Deals & People
Deals & People
Deals & People
Retirement Industry People Moves
Integrated Pension Services names new sales-focused managing director; WIPN announces 2022 board composition; Relational Gravity hires principal consultant; and more.
Creative Planning CEO Peter Mallouk on Lockton Partnership
The affinity relationship is about adding scale, Mallouk tells PLANADVISER, but equally important is the battle to secure top advisory talent for the next phase of the firms’ collective growth.
M&A UPDATE: Lockton and Creative Planning Latest to Join Forces
One industry merger and acquisition expert familiar with the background of this deal says it represents a significant milestone in the broader M&A action that has been remaking the plan adviser and recordkeeper industry for some time now.
Deals & People
Deals & People
Retirement Industry People Moves
Wagner Law Group adds new attorney; NEPC hires former Aon executive as defined contribution solutions leader; HealthEquity completes acquisition of Further; and more.
Newport Group Will Merge With Ascensus
The acquisition will expand the solutions and expertise Ascensus provides to its clients and adviser partners.