Since winning the 2019 PLANSPONSOR Retirement Plan Adviser Mega Team of the Year award, Bukaty Companies Financial Services was acquired by employee benefits giant OneDigital, greatly expanding the services it can now offer clients.
Experts say it’s a seller’s market, and the consolidation of the industry will yield better services for retirement plan participants.
Larger, more established firms are acquiring wealth management and RIA firms.
After a record year for wealth management M&As in 2019, Fidelity expects the momentum will continue into 2020.
They plan on using it to better understand clients’ needs.
The site was redesigned using advanced analytics and Artificial Intelligence to better understand their wants and needs.
They are making the move to become more competitive in light of the fact revenue growth has slowed to 7%.
AndCo expands Pittsburgh office with three new consultants; Commonwealth adds Midwest Financial to team of advisers; Pensionmark reveals ProCourse as latest affiliate; and more.