Anyone working in the retirement planning marketplace will have heard about recordkeeping margins being pushed to the floor—so why are some firms confidently doubling down?
The firm's approach will supplement and complement existing ERISA counsel or other professionals engaged in providing guidance and expertise to the new organization.
BOK
Financial Corporation says it has entered into an agreement to acquire MBM
Advisors, a SEC-registered investment advisory firm specializing in retirement
and pension plan services.
A new analysis from Charles Schwab finds the sum value of mergers and acquisitions transacted by registered investment adviser (RIA) businesses neared $44 billion in 2013.
For the third time in its history, the Pension
Benefit Guaranty Corporation (PBGC) is using its authority to partition an
insolvent employer’s participants from a multiemployer plan to boost the plan’s
financial position.
In a move expected to create one of the largest broker/dealer networks in existence, RCS Capital Corporation (RCAP) is set to acquire Cetera Financial Group for $1.15 billion.