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Wednesday, July 24th, 2024
A topical newsletter from PLANADVISER
Retirement and Wealth Convergence
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CLIENT SERVICE
Wealth Enhancement Group Nearing $5B in Retirement Plan Coverage
The wealth and retirement plan advisory is leaning on its holistic plan offerings for current and future advisers.
DEALS & PEOPLE
Expected Drop in Interest Rates Fuels Wealth Management M&A
An Echelon Partners report showed robust activity in mergers and acquisition in Q2.
DEALS & PEOPLE
Fisher Investments to Spin Off Independent 401(k) Practice
The RIA is spinning off its 401(k) division to become Fisher Retirement Solutions.
DEALS & PEOPLE
Bain Capital and Partners to Acquire Envestnet for $4.5B
The firm is slated to go private through purchase by Bain Capital and Reverence Capital, along with partners BlackRock, Fidelity, Franklin Templeton and State Street.
PRACTICE MANAGEMENT
Modern Wealth Surpasses $4B in Less Than 2 Years
The RIA formed by partners who broke away from Goldman Sachs is building a workplace retirement plan and wealth advisement business in tandem, says co-founder and co-CEO Mike Capelle.
DEALS & PEOPLE
Prime Capital Rebrands Qualified Plan Advisers Division
Prime Capital Retirement will be part of Prime Capital Financial in a wider rebrand.
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