Tag: mergers and acquisitions

Kathleen Kelly

On Marsh McLennan acquiring Compass Financial Partners.
Art by Jackson Epstein

Investment Product and Service Launches

Victory Capital expands VictoryShares ETF offerings; RetireOne and Midland National launch portfolio retirement income guarantee solution; Transamerica broadens availability of stable value option; and more.

PGIM Names Linda Gibson New CEO of QMA

The appointment comes as the firm is preparing to rebrand the quantitative equity and multi-asset solutions specialist to be called PGIM Quantitative Solutions and as it prepares to launch a dedicated defined contribution unit. 

Dick Darian

CEO of Wise Rhino Group talks M&As.

Look Toward the Future

The pandemic has brought adviser succession planning to the fore.

Value Judgment

How to best assess an advisory firm’s worth for a merger or an acquisition.