Deals & People
RIA Merger Market Hits 9th Year of Record Activity
The M&A tear did finally slow in Q4 2022, marking the first year-over-year quarterly decline in more than four years, according to DeVoe.
Deals & People
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; Merrill Lynch wealth manager and team joins First Republic; and more.
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, and advisers and consultants throw the word “outcomes” around...
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.
Practice Management
Talking Scale With Voya, Sterling Resources Leaders
Over the past decade, the universe of retirement plan recordkeepers has contracted from about 400 to approximately 150, with no signs of slowing. Experts say one lesson learned in this time is that not all scale is created equal.
Cover Story
Practice Management
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.
PANC 2018: The Future of Retirement Advising
A look at consolidation, the role of recordkeepers and the importance of financial wellness programs.