Tag: consolidation

Antitrust Issues Scuttled Aon-WTW Combo. What Comes Next?

Regulators cited the elimination of competition in filing a civil lawsuit to halt the union of Aon and Willis Towers Watson. As significant consolidation occurs across the financial services industry, some wonder whether similar issues could arise again.

Value Judgment

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

M&A Brings Wealth, Retirement Together

CAPTRUST talks with PLANADVISER about its growth through mergers and acquisitions—and how this speaks to industry trends impacting private wealth and retirement plan business.