Tag: Advisory M&A

Deals & People

May 1st, 2023

USI Consulting Acquires Actuarial, Retirement Plan Consultancy

USI expands its actuarial and retirement capabilities with the 68-person team of Hooker & Holcombe.

Deals & People

January 30th, 2023

Advisory M&A

Charles Schwab acquires resource provider to family wealth firms; Voya completes acquisition of benefits administrator Benefitfocus; Franklin Templeton partners with...

Events Spotlight

November 2– 5, 2025
The Westin Kierland, Scottsdale, AZ
The retirement plan advisory industry continues to evolve, both in business structure and in the services provided to sponsors and participants. Advisers need insights and resources to aid them in keeping themselves and their practices relevant. PLANADVISER 360 is a comprehensive, interactive event that provides just those opportunities, all while bringing advisers to a beautiful resort to golf, enjoy the outdoors, swim and spend time with peers.