Tag: mergers and acquisitions

Art by Subin Yang

Retirement Industry People Moves

Beacon Pointe Advisors merges with CBD Wealth Management; Strategic Benefits Advisors hires leader of DB administration team; and Nationwide hires chief data officer.

A Team Approach

Plan providers opened a door for advisers to step through.

An Array of Models

Some advisers find opportunities through aggregation or affilliation

In M&A Assessments, Culture Matters as Much as Revenue

The inside story of the acquisition of Blue Prairie Group by Cerity Partners shows the foundational importance of long-term relationships and enthusiastic staffers in steering industry M&A activity.

M&A Brings Wealth, Retirement Together

CAPTRUST talks with PLANADVISER about its growth through mergers and acquisitions—and how this speaks to industry trends impacting private wealth and retirement plan business.