Tag: M and A

Health care plan sponsors deal with much M&A activity, and that is where Voya hopes to grow its business.

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?

Segal Rogerscasey to Acquire Marco Consulting Group; VALIC Expands Leadership Team; Pavilion to Attain Slocum; and more.

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 will acquire City National Bank’s San Diego-based retirement services recordkeeping business.

National Financial Partners Corp., known as NFP, acquired the San Diego-based Washington Wealth Management LLC.

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...

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.

Denver-based investment consulting firm Innovest Portfolio Solutions has acquired InSight Employee Benefit Communications.

Institutions are looking to hedge funds for risk management and diversification, according to new research from Cerulli Associates.

Manager search activity increased in 2012 as institutional investors looked to diversify their portfolios, according to data released by Mercer.

First Allied Holdings Inc. acquired The Legend Group.

Asset International Inc. agreed to acquire Savingforcollege.com’s 529 Conference and Boot Camp from JFH Innovative LLC.

Over the next 16 months, Transamerica Retirement Services and Diversified will move to one brand: Transamerica Retirement Solutions.

When The Hartford announced it would be selling its retirement business, MassMutual perked up.

Massachusetts Mutual Life Insurance Company has agreed to purchase The Hartford’s retirement plans business for $400 million.

Lincoln Trust Co. has acquired Benefit Solutions Corp., a 401(k) recordkeeper and third-party administrator (TPA).