Tag: M&A

Pensionmark CEO on World Insurance Acquisition Mechanics

According to Pensionmark CEO Troy Hammond, the advisory network’s acquisition by World Insurance Associates is structured to allow its advisers to maintain ownership of their business but also to become owners of a bigger entity.

Keith J. Gredys

On Kidder Advisers’ approach to personalized wellness.

Joe DeNoyior

On his move to management at Hub and his thoughts about industry trends.

2021 M&A Lessons Learned, and What Comes Next

Many firms that have acquired established retirement plan advisory practices primarily focus on wealth management or insurance, underscoring their interest in more diversified service models and in accessing the shops’ sizable client bases.