Planadviser Logo
Weekday news and analysis for retirement plan advisers
Tuesday, May 02, 2023
Exclusives | Awards | Research | Events
Deals & People
JPMorgan’s First Republic Takeover Brings Chance of Keeping 150 Wealth Advisers
PA-050123-JPMorgan First Republic Acquisition-1059233776-web
JPMorgan CFO Jeremy Barnum cites wealth management division as positive amid a deal the bank “did not seek out.”
News Feed Quick Links
Deals & People
Practice Management
Products
Client Service
Data & Research
Investing
Compliance
Advisory M&A
Moderna Wealth Management announces acquisition of Parsec Financial; Modern Wealth Management acquires Barber Financial Group; and more.
Today’s Most Read
1. Vestwell Adds TIAA Lifetime Income Offering
2. Salesforce Settles 401(k) Suits for $1.35M
3. Alera Group Acquires $24B Advanced Capital Group
Senator Cardin Announces 2024 Retirement
The Maryland senator was a leader in drafting and passing SECURE 2.0 legislation.
Wilmington Trust’s Spun Off CIT Division Now Great Gray Trust
The CIT division purchased by private equity firm Madison Dearborn Partners is now its own entity selling the popular 401(k) investment vehicle.
USI Consulting Acquires Actuarial, Retirement Plan Consultancy
USI expands its actuarial and retirement capabilities with the 68-person team of Hooker & Holcombe.
Market Mirror Market Mirror Graph

Monday, the Dow lost 46.46 points (0.14%) to close at 34,051.70, the Nasdaq lost 13.99 points (0.11%) to close at 12,212.59 and the S&P 500 lost 1.61 points (0.04%) to close at 4,167.87. The Russell 2000 gained 0.22 points (0.01%) to close at 1,769.21 and the Wilshire 5000 lost 11.66 points (0.03%) to close at 41,052.39.

rss icon linkedin-in icon
Unsubscribe | Manage Subscriptions | Contact Us
Copyright ©2024 Asset International, Inc. All rights reserved.
No reproduction without prior authorization.
Modern Slavery Statement 2022 | Do Not Sell My Personal Information | Privacy (including cookies), Social Media & Legal
702 King Farm Boulevard, Suite 300, Rockville, MD 20850