Tag: M&A

As part of the agreement, OneDigital Investment Advisors will assume responsibility for advising approximately $6 billion in assets held by over 200,000 American workers.

The rapid pace of retirement plan adviser acquisitions continues, with more and more well-established firms joining up with large national aggregators.

When it comes to succession planning amid record-setting merger and acquisition activity, understanding the different partnership opportunities emerging in the marketplace is essential to maximizing a firm’s equity...

Ascensus CEO David Musto says the goal of the deal is not for his firm to radically shift its strategy or change its approach to doing business; instead,...

The deal adds to 2021’s record-setting pace for adviser industry mergers and acquisitions, while underscoring the emerging competitive pressures facing even sizable independent firms.

While there is still a learning curve when it comes to advisers understanding their role in the pooled employer plan marketplace, providers entering the space say the future...

Strong market conditions, increased competition from buyers and favorable deals for sellers laid the foundation for the activity, according to...

The sizable transaction exhibits the continued interest of private equity firms in the advisory and asset management space, while marking...

Most firm owners say they would prefer to ‘sell and stay’ for a defined period of time after a deal closes—and ultimately participate in the growth opportunities created...

Data from Echelon Partners shows the number of adviser or adviser team ‘breakaways’ declined by nearly 20% in 2020 versus 2019. However, 2019 set the record for breakaway...

PLANADVISER has learned that HUB International has named Joe DeNoyior as the new leader for Retirement and Private Wealth.

The acquisition is expected to be one of many that HUB will enact in 2021.

The average deal size grew significantly, as new players have flocked to the retirement advisory and wealth management industry over the past year.

Compass Financial is the latest firm recognized in the PLANADVISER Top 100 listing to be acquired by a large, diversified financial services entity.

SageView’s newly announced private equity backing underscores the same pressures and opportunities that have been reshaping the retirement plan adviser industry for years.

Apart from the influence of the coronavirus pandemic, few retirement plan adviser industry trends received more headlines this year than the pace of mergers and acquisitions.

Though the whole year and the final quarter, especially, have already delivered impressive numbers, there are expectations that some additional major transactions could soon be announced.