Tag: M and A

RIA Deals Increased in 2011

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.

Alliance Acquires Brown Edwards

Alliance Benefit Group Carolinas Inc., a subsidiary of Pentegra Services Inc., is acquiring Brown Edwards & Associates Ltd.’s qualified plan administration business. 

CBIZ Acquires More Retirement Business

CBIZ, Inc. purchased the employee benefits and retirement book of business from Advantage Benefit Planning (ABP) of Pleasantville, New Jersey, effective December 30, 2011.