OneDigital, Creative Planning Announce Texas Acquisitions
Both firms made additions to expand their respective retirement plan and wealth management footprints in the state.
Tag: Acquisition
CAPTRUST Announces 1st Wealth Acquisition of 2024
The deal comes as Echelon names CAPTRUST among the biggest acquirers of 2023.
Edelman Financial Engines Acquires PRW Wealth Management
The firm is looking to sync its growing wealth management footprint to retirement managed account offerings, according to its CFO.
Advisory M&A News – 11/6/23
Hub acquires Renaissance Benefit Advisors Group and Franklin Financial Group; CAPTRUST adds Normann Financial; and Mercer Advisors snags Singh Advisory.
Advisory M&A News – 10/2/23
DPL Financial Partners acquires AnnuityFix; Wealthspire Advisors to acquire GM Advisory Group; Carson Group adds FAI Wealth Management; and more.
Advisory M&A News – 9/25/23
Johnson Financial Group acquires Appleton Group; Bluespring Wealth Partners announces acquisition of Christopher Street Financial; Coutant Group joins UBS.
NFP Acquires Divergent Wealth Advisors
The deal expands NFP’s wealth management and retirement capabilities, while broadening its reach in the Western U.S.
Goldman Sachs Sells Personal Financial Management Unit to Creative Planning
The transaction is expected to close in the year’s fourth quarter.
CAPTRUST Expands Presence in South
Acquisition of Southern Wealth Management brings managing partner Dick Jones and 62 colleagues to CAPTRUST.
Advisory M&A
Creative Planning acquires BerganKDV; Boston Hill Advisors joins Hightower; Kestra Private Wealth Services launches Destination Wealth Advisors.
Hub Acquires Horan Employee Benefits Division
Renamed, Hub Heartland will be led by Valerie Bogdan-Powers, Horan’s former division president.
Mariner Announces Financial Wellness Platform Following Spring Acquisition
The wealth manager will now provide employers with a wellness platform that connects back to their wealth adviser services.
Smart Acquires Managed Account Provider ProManage
Following Smart’s recent $95 million Series E funding round, the acquisition takes Smart’s global assets under management total to more...
October Three Consulting Acquires Retirement Learning Center
October Three expects its plan approach and thought leadership to combine well with RLC’s educational resources and guidance for advisers.
Adviser Product Partnerships
Morningstar Wealth expands U.S. Wealth Platform; OneDigital and Pontera announce partnership; and more.
T. Rowe Price to Acquire Retirement Income Fintech Retiree, Inc.
Rowe Price plans to incorporate the retirement income planning software into its retirement offerings for advisers, plan sponsors, and participants.
Advisory M&A
Securian Financial Subsidiary acquires Enspire; Pontera and AssetBook intergrate; Wealthspire Advisors acquires Heron Wealth; and more.
Advisory M&A
PCIA acquires Cornerstone; Creative Planning adds Telarray Advisors; Heffernan Network acquires Kettering Rose; and more.
CAPTRUST Acquires $5.8B Texas Firm Monroe Vos Consulting
Monroe Vos founder says joining CAPTRUST will provide scale of economics.
Sequoia Secures $200M from PE Firm Valeas to Fuel Continued Growth
The wealth management firm continues an acquisitions push after nearly doubling assets under management to $10 billion last year.