Tag: M&A and Wealth Management

Alera Group, a national insurance and wealth services firm, is among the latest established entities to begin picking up smaller independent wealth management shops in key markets.

According to a new PwC report, while deal markets have cooled relative to what was seen in 2021, asset and...

Nearly 190 retirement plan advisory firms have been acquired in the decade since 2012, and aggregators expect a substantial number...

Although the substantial market volatility seen in early 2022 has the potential to slow M&A activity, the fundamental drivers remain intact and will continue to drive future activity,...