Tag: consolidation

Advisory M&A

OneDigital acquires third property-and-casualty business in past two months; Ubiquity and DriveWealth bring fractional share trading to small business 401(k)s;...
Publisher’s Note

Truly Participant Focused

Those in the retirement plan industry have recently increased their focus on participants. Retirement plan recordkeepers, investment managers, plan sponsors,...
Cover Story

Value Judgment

How to best assess an advisory firm’s worth for a merger or an acquisition.