Deals & People April 19th, 2024 CAPTRUST M&A Head Benton Leaving Firm Rush Benton, who worked on more than 40 wealth management-focused deals, will be leaving to start his own business.
Deals & People April 2nd, 2024 OneDigital, Creative Planning Announce Texas Acquisitions Both firms made additions to expand their respective retirement plan and wealth management footprints in the state.
Deals & People March 27th, 2024 Ascensus to Acquire Mutual of Omaha’s 401(k) Business Retirement services provider will add $3.9B in assets after providing outsourced recordkeeping to retirement division for years.
Deals & People March 27th, 2024 Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to...
Deals & People March 27th, 2024 SageView Names New CFO, Adds Chief Growth Officer The advisory announced two C-suite hires to prepare for the “next stage of growth strategy.”
Deals & People March 15th, 2024 Mercer Completes Acquisition of Vanguard’s Outsourced Investment Officer Business Marc Cordover, Mercer’s US investments and retirement leader, will lead the newly acquired division.
Deals & People March 11th, 2024 Modern Wealth Adds $1.2B Retirement Plan Advisory The retirement head from acquisition Beltz Ianni & Associates notes a desire to grow the firm with Modern Wealth’s additional...
Client Service February 27th, 2024 401(k) World: Recordkeepers, Advisers and ‘Co-opetition’ The third installment of Planadviser In-Depth’s series on the 401(k) market considers the various ways recordkeepers are looking to evolve.
Practice Management February 23rd, 2024 401(k) World: Retirement Plan and Wealth Advisement The second story in PLANADVISER In-Depth’s series on the 401(k) market considers the convergence of retirement planning and wealth management—a...
Deals & People February 20th, 2024 Advisory M&A News – 2/20/24 OneDigital pens deal for $2.6B retirement plan advisory from Wintrust Financial; Curio Wealth created from Bay Point; and Berger makes...
Deals & People February 13th, 2024 LPL Financial to Add $100B Atria Wealth Solutions LPL will pay $805 million upfront for the acquisition through a combination of cash and debt; it expects to close...
Deals & People February 12th, 2024 Advisory M&A News – 2/12/24 Former Goldman wealth adviser creates RIA for business owners; Private Advisor Group adds $120M firm; and CBIZ bolsters tax and...
Deals & People February 5th, 2024 Advisory M&A News – 2/5/24 Mariner Wealth Adds $104B in Institutional AUA; Heffernan makes Florida acquisition; OneDigital adds WealthSource with advisers in 9 states; and...
Deals & People February 2nd, 2024 Aon Notes ‘Terrific Opportunities’ for M&A Company sees strong M&A pipeline on the heels of announcing its NFP acquisition.
Deals & People January 31st, 2024 The Standard Names New National Retirement Plan Sales Director Michael Teigland, formerly of RBC, will take the role a little more than a year after the Standard acquired Securian’s...
Practice Management January 24th, 2024 Retirement, Wealth Expected to Continue Convergence in 2024 Advisory Marsh McLennan Agency and consultancy EY foresee a further push toward financial advisers seeking to engage with workplace retirement...
Deals & People January 18th, 2024 CAPTRUST Announces 1st Wealth Acquisition of 2024 The deal comes as Echelon names CAPTRUST among the biggest acquirers of 2023.
Deals & People January 2nd, 2024 Advisory M&A News – 1/2/24 Franklin Templeton completes Putnam acquisition; Wealth Enhancement Group adds RIA Foundational Wealth Advisory.
Deals & People December 20th, 2023 Aon to Acquire NFP for $13.4B NFP will continue to operate independently, with a “connected platform” to Aon.
Deals & People December 15th, 2023 Lincoln to Shed Wealth Division With Sale to Osaic Lincoln has agreed to sell its $108 billion wealth management business to focus on workplace and insurance services and products.