Tag: M&A

Goldman Sachs to Acquire Folio Financial

Financial services industry merger and acquisition activity has been affected the by coronavirus crisis, but deals continue to be inked—especially among firms looking to serve the needs of registered investment advisers.

Aon and Willis Towers Watson Announce Merger

According to the firms, part of the rationale behind the move is that it combines two highly complementary businesses into a technology-enabled global platform that is more relevant and responsive to client needs.

FIA and DiMeo Schneider to Combine Forces

In a statement to their clients, it was noted that Bob DiMeo, managing partner of DiMeo Schneider, and Mark Wetzel, president of Fiduciary Investment Advisors, have known each other for decades as friends and business confidants.