Tag: mergers and acquisitions

The transaction will increase Empower’s participant base to more than 12.2 million people and its retirement services recordkeeping assets to approximately $834 billion administered in approximately 67,000 workplace...

Personal Capital will be positioned to serve plan participants who seek a combination of digital and human advice while helping to accelerate the capture of rollovers and other...

Between March and May, there were only 10 RIA transactions and two IBD deals, according to Fidelity.

Why two advisory practices decided to sell and become part of a larger benefits broker and a wealth management company.

Two newly announced acquisitions bring $2 billion in new client assets.

However, fewer RIAs and fee-based advisers expect consolidation to increase in the next 12 months, compared to five years ago.

The specialist retirement plan and private wealth advisory firm has been acquired by HUB International Limited.

The firm will continue to supports the needs of the military community and their families. 

The deal is for $45.00 per share in cash, for a total value of $3.02 billion.

There were 41 deals in the fourth quarter.