Even 2020 Couldn’t Dampen RIA Industry M&A Momentum
Though the whole year and the final quarter, especially, have already delivered impressive numbers, there are expectations that some additional major transactions could soon be announced.
Tag: Wealth Management
2020 M&A Action Continues: Shine Wealth Partners Joins CAPTRUST
Adding to a busy year of acquisitions for the aggregator firm, this will be CAPTRUST’s first location in Colorado.
Morgan Stanley’s Eaton Vance Acquisition Makes Waves
The move to acquire Eaton Vance, a provider of investment strategies and wealth management solutions, underscores Morgan Stanley’s goal to create a holistic advisory, investment management and brokerage shop.
Deals & People
Deals & People
Deals & People
Deals & People
Deals & People
Wealth Management, RIA M&As Should Continue at Record Pace
Experts say it’s a seller’s market, and the consolidation of the industry will yield better services for retirement plan participants.
PANC 2020: Adviser Industry M&A From an Academic Perspective
Larger, more established firms are acquiring wealth management and RIA firms.
15th Anniversary of RPAY: Barbara Delaney
After exploring a number of large benefits firms that they thought could be potential purchasers, last September, the former PLANSPONSOR Retirement Plan Adviser Team of the Year closed on a deal with HUB International.
Estate Plan Essentials
What should advisers understand about the patterns of inheritance, and how can they be prepared to help their clients make the most of any windfall?
Hub Acquires Inter-Mountain Retirement Partners (MRP)
David Reich, Hub retirement and private wealth, says the latest acquisition will help the firm improve its retirement planning and financial wellness capabilities.
Perennial Pension & Wealth Latest Hub Acquisition
Hub International’s buying streak of retirement specialist brokerage and advisory firms continues.
CAPTRUST Pushing Ahead with Wealth Management Acquisitions
Two newly announced acquisitions bring $2 billion in new client assets.
Cover Story
Products
Client Service
Data & Research
Products
Advisers’ Future Trajectory
Firms confront a convergence of retirement plan and wealth consulting
Emphasis on Value-Add Services in Morgan Stanley’s Solium Acquisition
Morgan Stanley executives say the recent acquisition and rebranding of Solium Capital reflects the firm’s goals of connecting with wealth management clients earlier in their careers and in more holistic ways.
Kestra Redesigns its Technology Platform for Advisers
Advisers can now access AdvisorComplete from any device and personalize its menus, widgets and landing pages.
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.
Long-Term Care Planning Neglected by Many Older Americans
When individuals plan ahead for long-term care, they can better secure their own future while reducing financial burdens on their friends and family.
Modern Retirement Framework Must Consider Health Care Costs
Vanguard engaged Mercer Health and Benefits to develop a new model to forecast health care costs for U.S. retirees; the effort has resulted in a number of pragmatic recommendations for individuals and employers.
How Advisers Can Expand Their Prospecting Methods
Creating content to draw plan sponsors to your website is key.
Retirement Income Solutions and Strategic Withdrawals
Thomas Dodd, executive director of Pavilion Advisory Group, speaks to the importance of implementing a strategic withdrawal plan once retirees initiate distributions of DC plan assets.
Reading Into Fidelity’s ‘Zero Expense Ratio’ Retail Mutual Funds
Fidelity this week introduced what it is calling “self-indexed, zero expense ratio mutual funds” on the retail side of its business; the move may not directly touch retirement plans, but it speaks clearly to broader asset management industry trends.
Retirement Readiness Is Possible for Caregivers, But It’s Tough
It’s not hard to imagine why caregivers deprioritize their retirement savings; harder to figure out is how to support caregivers as they work to build their own financial wellness and retirement wealth.