Deals & People
June 11th, 2012
Arthur J. Gallagher and Co. of Itasca, Illinois, acquired Broker Benefit Services LLC.
Deals & People
March 1st, 2012
The Principal Financial Group Inc. announced a
definitive agreement to purchase a 60% indirect ownership of Claritas
Administração de Recursos Ltda. / Claritas Investments, Ltd. (Claritas).
Deals & People
March 1st, 2012
Gallagher Benefit
Services Inc. rebranded its institutional investment advisory practice as Gallagher Fiduciary Advisors, LLC (GFA).
Deals & People
February 13th, 2012
Pacific
Resources—a nonmedical employee benefits advisory firm—was purchased by two of
its senior executives.
Deals & People
February 10th, 2012
Envestnet Inc., a provider of wealth-management
solutions for financial advisers, is acquiring Prima Capital Holding Inc.
Deals & People
February 7th, 2012
Goldman
Sachs Asset Management (GSAM) is acquiring Dwight Asset Management (Dwight)
from Old Mutual Asset Management (OMAM).
Deals & People
February 3rd, 2012
Segal Advisors acquired the business of
Rogerscasey.
Deals & People
February 3rd, 2012
P-Solve completed the merger of its U.S. subsidiary
with Cassidy Retirement Group (CRG).
Deals & People
February 1st, 2012
U.S. Bank National Association entered into a
definitive agreement with Union Bank, N.A.
Deals & People
January 31st, 2012
Alliant Insurance Services acquired Thesco
Retirement Planning Services (TRPS).
Deals & People
January 31st, 2012
Pensionmark Retirement Group opened an office in
Fort Wayne, Indiana.
Deals & People
January 27th, 2012
Following the recent acquisition by Asset International, Financial Research Corporation (FRC) has a new focus on research priorities.
Investing
January 25th, 2012
Registered
investment adviser (RIA) deals increased in 2011 despite a decline in the
overall number of deals, according to an industry-wide RIA mergers and
acquisitions transaction report from Schwab Advisor Services.
Deals & People
January 24th, 2012
Alliance Benefit Group Carolinas Inc., a subsidiary of
Pentegra Services Inc., is acquiring Brown Edwards & Associates Ltd.’s
qualified plan administration business.
Deals & People
January 17th, 2012
Kidder Benefits Consultants acquired Lane &
Associates and created a new entity called Kidder-Lane Actuarial Services LLC.
Deals & People
January 12th, 2012
Raymond James Financial Inc. has agreed to acquire Morgan Keegan & Company Inc. and related affiliates from Regions Financial for $930 million.
Deals & People
January 10th, 2012
Kidder Benefits Consultants appointed Ray Hansen as regional pension
consultant.
Deals & People
January 9th, 2012
National Financial
Partners Corp., a provider of benefits, insurance and wealth management
services, acquired AGS Benefits Group, LLC (AGS Benefits).
Products
January 6th, 2012
Ameritas Life Insurance Corp. acquired BNL Financial
Corp. officially on December 31, 2011.
Products
January 5th, 2012
CBIZ, Inc. purchased the employee benefits and
retirement book of business from Advantage Benefit Planning (ABP)
of Pleasantville, New Jersey, effective December 30, 2011.