Tax-Exempt Retirement Plan Markets Could Use Help With Differing Needs
Health care plan sponsors deal with much M&A activity, and that is where Voya hopes to grow its business.
Tag: M and A
Recordkeeping Market Evolution Marches On
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?
Retirement Industry People Moves
Segal Rogerscasey to
Acquire Marco Consulting Group; VALIC Expands Leadership Team; Pavilion to
Attain Slocum; and more.
Strategic Benefit Services Offers M&A Due Diligence
The firm's approach will supplement and complement existing ERISA counsel or other professionals engaged in providing guidance and expertise to the new organization.
OneAmerica to Acquire City National Bank's Retirement Services
OneAmerica will acquire City National Bank’s San Diego-based retirement services recordkeeping business.
NFP Acquires Wealth Management Firm
National Financial Partners Corp., known as NFP, acquired the San Diego-based Washington Wealth Management LLC.
BOK Financial To Purchase MBM Advisors
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.
RIA Merger Activity Vigorous in 2013
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.
PBGC Revives Partition Authority
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.
RCS Capital to Acquire Cetera for $1.15B
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.
Innovest Acquires InSight Communications
Denver-based investment consulting firm Innovest Portfolio Solutions has acquired InSight Employee Benefit Communications.
Balancing Risk with Hedge Funds?
Institutions are looking to hedge funds for risk management
and diversification, according to new research from Cerulli Associates.
Diversification Drives Manager Search Activity
Manager search activity increased in 2012 as institutional investors looked to diversify their portfolios, according to data released by Mercer.
First Allied Acquires The Legend Group
First Allied Holdings Inc. acquired The Legend Group.
Asset International Acquires 529 College Savings Conference
Asset International Inc. agreed to acquire
Savingforcollege.com’s 529 Conference and Boot Camp from JFH Innovative LLC.
Transamerica and Diversified to Combine Under One Name
Over the next 16 months, Transamerica Retirement Services
and Diversified will move to one brand: Transamerica Retirement Solutions.
MassMutual: No Plans to Break What Works
When The Hartford announced it would be selling its
retirement business, MassMutual perked up.
MassMutual Picks Up The Hartford’s Retirement Plans Business
Massachusetts Mutual Life Insurance Company has agreed to purchase The Hartford’s retirement plans business for $400 million.
Lincoln Trust Acquires Benefit Solutions
Lincoln Trust Co. has acquired Benefit Solutions Corp., a
401(k) recordkeeper and third-party administrator (TPA).
Arthur Gallagher Acquires Employee Benefits Brokerage
Arthur J. Gallagher and Co. of Itasca, Illinois, acquired Broker Benefit Services LLC.