Wealth Management M&A Dips Slightly in Q2
The second quarter decline mimics similar drops in 2020 and 2022, even as the industry went on to strong dealmaking...
Tag: mergers and acquisitions
Advisory M&A
Heffernan announces acquisition of Barbary; Procyon Partners adds two senior advisers; WP Financial acquires Sage Financial Design.
Advisory M&A
Moneco Advisors receives minority investment; Integrated Partners creates Insurance Solutions Division; Omnia Wealth Group launches with support from LPL Financial.
Advisory M&A
Creative Planning acquires BerganKDV; Boston Hill Advisors joins Hightower; Kestra Private Wealth Services launches Destination Wealth Advisors.
Smart Acquires Managed Account Provider ProManage
Following Smart’s recent $95 million Series E funding round, the acquisition takes Smart’s global assets under management total to more...
Pensionmark Hires Compliance Head To Help With Acquisition Push
Jonathan Curley, a former RIA, will perform due diligence on firms Pensionmark is looking to acquire.
Advisory M&A
Modera Wealth Management announces acquisition of Parsec Financial; Modern Wealth Management acquires Barber Financial Group; and more.
Advisory M&A
Atria Wealth Solutions acquires Grove Point Financial; Pensionmark welcomes Xponential Growth Solutions; and more.
OneDigital Acquires Huntington Bank’s $5.6B Retirement Advisory Business
The retirement and investing aggregator will bring on Huntington’s 1,300 employees focused on workplace savings plans.
Advisory M&A
July acquires Turning Point Associates; Cetera Announces Acquisition and 2 Strategic Relationships; Easy Street Insurance Joins Integrity; and more.
Advisory M&A
Securian Financial Subsidiary acquires Enspire; Pontera and AssetBook intergrate; Wealthspire Advisors acquires Heron Wealth; and more.
Advisory M&A
OneDigital acquires 401K Resources, Clear Group; Itheric Wealth Advisors joins Sanctuary Wealth; and more.
Beyond 401(k) / Cover Story
The Possibilities Ahead
As the plan adviser role evolves, what may the future hold?
The Standard Plans to Purchase Recordkeeping Business from Securian
The combined retirement recordkeeping businesses will operate under The Standard brand.
MODERN INVESTMENT MENU / BACK OFFICE
A Collective Effort
Central office investment leaders talk through their process.
Retirement Industry People Moves
M&T Bank and Wilmington Trust leader Bill Farrell announces retirement; Hub International expands capabilities in California with new acquisition; Creative...
Retirement Industry People Moves
NFP announces integration of Lenox Wealth Advisors with Wealthspire Advisors; AIG Retirement Services appoints market strategy and business development Leader;...
Retirement Industry People Moves
NFP realigns its Northeast region leadership; SageView announces $900 million acquisition; MSCI announces senior leadership changes; and more.
Retirement Industry People Moves
OneDigital acquires Gouldin & McCarthy; Kingswood U.S. adds seven financial advisers; Mercer Advisors acquires Cordasco Financial Network; and more.