HUB International Acquires Alpha Pension Group
The acquisition is expected to be one of many that HUB will enact in 2021.
Tag: M&A
2020 M&A Dust Settles, Showing Another Record
The average deal size grew significantly, as new players have flocked to the retirement advisory and wealth management industry over the past year.
Compass Financial Partners Acquired by Marsh & McLennan Agency
Compass Financial is the latest firm recognized in the PLANADVISER Top 100 listing to be acquired by a large, diversified financial services entity.
Aquiline Capital Partners Takes Majority PE Stake in SageView
SageView’s newly announced private equity backing underscores the same pressures and opportunities that have been reshaping the retirement plan adviser industry for years.
2020 in Review: M&A Activity Continued Unabated
Apart from the influence of the coronavirus pandemic, few retirement plan adviser industry trends received more headlines this year than the pace of mergers and acquisitions.
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Practice Management
Compliance
Deals & People
Deals & People
Value Judgment
How to best assess an advisory firm’s worth for a merger or an acquisition.
Even 2020 Couldn’t Dampen RIA Industry M&A Momentum
Though the whole year and the final quarter, especially, have already delivered impressive numbers, there are expectations that some additional major transactions could soon be announced.
HUB International Running Full Steam Ahead on RIA Acquisitions
The aggregator expects it will announce several more acquisitions of leading retirement plan advisory firms this year and have a busy 2021.
2020 M&A Action Continues: Shine Wealth Partners Joins CAPTRUST
Adding to a busy year of acquisitions for the aggregator firm, this will be CAPTRUST’s first location in Colorado.
Baystate Fiduciary Advisors Latest to Join HUB International
The pandemic-triggered recession has not slowed down merger and acquisition activity in this space, as yet another PLANADVISER Top 100 firm has been acquired by HUB International.
Morgan Stanley’s Eaton Vance Acquisition Makes Waves
The move to acquire Eaton Vance, a provider of investment strategies and wealth management solutions, underscores Morgan Stanley’s goal to create a holistic advisory, investment management and brokerage shop.
Deals & People
Deals & People
Deals & People
Practice Management
Deals & People
Wealth Management, RIA M&As Should Continue at Record Pace
Experts say it’s a seller’s market, and the consolidation of the industry will yield better services for retirement plan participants.
Empower Continues 2020 Acquisitions With Fifth Third Deal
The Fifth Third retirement plan business comprises more than 475 workplace savings plans populated by approximately 100,000 participants with $6.21 billion in assets.
PANC 2020: Adviser Industry M&A From an Academic Perspective
Larger, more established firms are acquiring wealth management and RIA firms.
CAPTRUST Acquires Retirement Planning Practice From Plante Moran Financial Advisors
The ‘carve-out’ acquisition brings CAPTRUST’s assets under advisement to $400 billion and represents the continuation of an important retirement plan industry trend involving large, diversified financial services firms.
MassMutual Cites Scale in Agreeing to Empower Deal
The recordkeeper also notes that fee compression is largely driving the ongoing industry consolidation.
Deals & People
RIA M&As Show No Sign of Slowing in 2020
Industry executives also say that valuations for strong companies are holding steady, even as the pandemic raises broader economic challenges.
Deals & People
Deals & People
Recordkeeper Consolidation Continues Amid Pandemic
Principal Financial Group acquired Wells Fargo’s institutional retirement and trust businesses in July 2019 and aims to complete the integration in 2021—pandemic or not.
Why to Consider Minority Stake PE Investments
Minority stake investments made by private equity firms are common in some industries. Might the registered investment adviser space be next?
M&A Activity Rebounded Late in Q2
Fidelity finds June’s merger and acquisition activity represented over four-times more assets than the deals completed throughout March, April and May.