Tag: M&A

CBCF Names Verity’s Otto Vice Chairman; Spinelli promoted to co-CIO at Halbert Hargrove; Gallagher acquires Retirement, HR Advisory Buck; and...

Northern Trust makes key fund hires; Edelman Financial Engine buys California-based retirement advisory; Prime Capital Partners with PFS to enter...

Expectations for RIA valuations and M&A activity reach lowest levels in five years of annual surveying by DeVoe & Company.

SageView CEO Randy Long discusses the firm's most recent acquisitions, and what types of advisers it will be focused on...

Northwestern Mutual names new CFO; Lockton has a new U.S. chief counsel; HUB keeps expanding with insurance and benefit buys;...

The financial services firm says it will keep the First Allied Securities brand name as it continues to expand its...

DWS names head of alternative investing; WTW appoints head of data intelligence; Mercer acquires $5B RIA; and more.

Hub’s recent acquisition of Tulsa-based Bridgecreek puts it over 60 acquisitions this year as it continues to build its footprint...

U.S. consumers have a growing appetite for professional financial advice, but more than half of people relying on their employer-sponsored...

The consolidation of DC plan providers may not be as much of a threat to asset managers as some have...

OneDigital’s buying spree adds up to $10 billion in additional assets under advisement this year, while CAPTRUST adds fourth deal...

Gallagher says the deal adds a financial asset management platform to meet plan sponsor demand for holistic retirement plan participant...

Private equity continues to be attracted to wealth management M&A despite the current market volatility, according to Echelon Partners’ Q3...

Platform Partners LLC to enter into partnership with JULY to extend relationships with advisers and drive strategic acquisitions.

The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s...

Given CSi’s more than 50 years in practice and integrated third-party administration business, its acquisition by HUB International shows how even the most well-established retirement advisory shops see...

Nearly 190 retirement plan advisory firms have been acquired in the decade since 2012, and aggregators expect a substantial number...

New Fidelity data shows the record-setting pace of mergers and acquisitions measured during 2021 continued through the first quarter of 2022, with some key caveats. 

Gallagher joins Advisor Group through its affiliation with network partner Triad Advisors.