Cover Story
A Step in a New Direction
Today’s business model may add wealth management and other services—how plan advisers make it work.
Tag: Wealth Management
New Retirement Firm Aims to Partner with Generalist Advisers
Freedom Fiduciaries seeks to manage plan fiduciary duties so smaller financial advisories can focus on client relationships, wealth management.
Pensionmark CEO Says Firm Moving to 50/50 Retirement, Wealth Split by Summer
About one year after being acquired by World Insurance, Pensionmark discusses robust pipeline of wealth adviser transactions ahead.
Advisory M&A
Aristotle acquires $20B Pacific Asset Management; Beacon Pointe Advisors acquires $1B NY-based advisory; Cetera takes minority stake in $350M adviser;...
Adviser Product Partnerships
RetireOne and Pension & Wealth Management Advisors launch income insurance program; Sanctuary Wealth partners with Pontera to expand adviser toolbox;...
Advisory M&A
Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial...
Pensionmark Appoints New M&A Head to Push Growth
Former Envestnet M&A lead joins Pensionmark about one year after the firm was acquired by World Insurance with goal of...
Adviser M&A To Stay Strong in 2023, but Expect Delays
Advisor Growth Strategies reports that dealmakers are getting more creative amid high interest rates.
Merrill Wealth Management Head Sieg Departs for Citi
The wealth leader returns to his former employer to focus on driving more “fee-based revenue.”
DCIIA Courting Retail Investment Advisers
The well-known industry association opens its umbrella in yet another sign of retirement and wealth advisement drawing closer.
Advisory M&A
PCIA acquires Cornerstone; Creative Planning adds Telarray Advisors; Heffernan Network acquires Kettering Rose; and more.
CAPTRUST Acquires $5.8B Texas Firm Monroe Vos Consulting
Monroe Vos founder says joining CAPTRUST will provide scale of economics.
Empower Announces Consumer Wealth Management Division
Services include combining, monitoring, and advising wealth across investments, including workplace retirement plans.
Advisory M&A
Americana Partners snags Texas-based Morgan Stanley advisory; Integrated Partners nets $2.5B advisory; Hub adds to Gulf South presence with insurance...
Investment Product and Service Launches
Alight expands financial wellness platform to include family members; C2P Enterprises announces women’s program; Equitable enhances buffered annuity suites; and...
Panel: The ‘Golden Age’ of Advisory M&A Has Many Years Ahead
Retirement experts participating in a PLANADVISER webinar say client demand for customization and advice will keep driving M&A among financial...
Advisory M&A
Sequoia acquires Zeke Capital Advisors; iTrustCapital integrates with Fortress Trust; Hightower invests in Bickling Financial Services; and more.
Retirement Industry People Moves
DCIIA votes in 2023 committee members; Aon adds personnel to pooled employer plan sales group; TIAA adds wealth distribution head;...
Advisory M&A
Cetera invests in $1.7B Kansas-based advisory; Atria snags two adviser practices from LPL; and more.
OneDigital Acquires $500M Florida Retirement and Wealth Management Shop
The Florida Pension Group is OneDigital’s seventh such partnership in 12 months as it expands its retirement-linked wealth management capabilities.