Q1 2021 Sees ‘Record-Shattering’ Pace of Adviser M&As
Strong market conditions, increased competition from buyers and favorable deals for sellers laid the foundation for the activity, according to the latest data published by Echelon Partners.
Lessons in Building Talented Teams
SEC Chair Nominee Gensler Faces Senate Scrutiny Tuesday
In his prepared remarks, Gary Gensler calls the U.S. securities markets the ‘finest in the world,’ while emphasizing the need for ‘clear rules of the road and a cop on the beat to enforce them.’
An M&A Q&A with Voya Retirement CEO Charlie Nelson
M&A Update: Cammack and Atlanta Retirement Partners Find New Homes
The retirement planning and advisory industry is rapidly changing this year, with two more major acquisitions already being announced by CAPTRUST and OneDigital.
Transformational Trends
2020 was an extraordinary year, in ways we likely have yet to fully understand, and 2021 is proving to be a worthy successor. Join us for a one-day digital seminar on March 24, where we will explore key lessons learned from this extraordinary time for the retirement planning industry.
2021 PLANSPONSOR Plan Adviser of the Year Nominations Open
Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers.
Pandemic Accelerates Practice-Growth Trends
HUB International Running Full Steam Ahead on RIA Acquisitions
Retirement Industry People Moves
Newport purchases PAi; Hub acquires Leading Edge businesses; and more.
Optimism About Practice Growth as Pandemic Drags On
2020 M&A Action Continues: Shine Wealth Partners Joins CAPTRUST
Adding to a busy year of acquisitions for the aggregator firm, this will be CAPTRUST’s first location in Colorado.
Baystate Fiduciary Advisors Latest to Join HUB International
The pandemic-triggered recession has not slowed down merger and acquisition activity in this space, as yet another PLANADVISER Top 100 firm has been acquired by HUB International.
A Financial Services Diversity Action Plan
Both responding to and reflecting the times, leaders at major financial services organizations are growing increasingly vocal about the importance of cognitive and cultural diversity on a team’s long-term performance.
15th Anniversary of RPAY: SageView Advisory Group
15th Anniversary of RPAY: Joe Connell
15th Anniversary of RPAY: Pensionmark
15th Anniversary of RPAY: Jeb Graham
PANC 2020: Succession Planning, Mentorship and Practice Diversity
Because of its fundamental importance to American lives and livelihoods, panelists agreed, the workplace is the right place to nurture diversity and inclusion; they also agreed the adviser industry has a whole lot of work to do.
CAPTRUST Acquires Retirement Planning Practice From Plante Moran Financial Advisors
The ‘carve-out’ acquisition brings CAPTRUST’s assets under advisement to $400 billion and represents the continuation of an important retirement plan industry trend involving large, diversified financial services firms.