Tag: Wealth Management

About one year after being acquired by World Insurance, Pensionmark discusses robust pipeline of wealth adviser transactions ahead.

Aristotle acquires $20B Pacific Asset Management; Beacon Pointe Advisors acquires $1B NY-based advisory; Cetera takes minority stake in $350M adviser;...

RetireOne and Pension & Wealth Management Advisors launch income insurance program; Sanctuary Wealth partners with Pontera to expand adviser toolbox;...

Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial...

Former Envestnet M&A lead joins Pensionmark about one year after the firm was acquired by World Insurance with goal of...

Advisor Growth Strategies reports that  dealmakers are getting more creative amid high interest rates.

The wealth leader returns to his former employer to focus on driving more “fee-based revenue.”

The well-known industry association opens its umbrella in yet another sign of retirement and wealth advisement drawing closer.

PCIA acquires Cornerstone; Creative Planning adds Telarray Advisors; Heffernan Network acquires Kettering Rose; and more.

Monroe Vos founder says joining CAPTRUST will provide scale of economics.

Services include combining, monitoring, and advising wealth across investments, including workplace retirement plans.

Americana Partners snags Texas-based Morgan Stanley advisory; Integrated Partners nets $2.5B advisory; Hub adds to Gulf South presence with insurance...

Alight expands financial wellness platform to include family members; C2P Enterprises announces women’s program; Equitable enhances buffered annuity suites; and...

Retirement experts participating in a PLANADVISER webinar say client demand for customization and advice will keep driving M&A among financial...

Sequoia acquires Zeke Capital Advisors; iTrustCapital integrates with Fortress Trust; Hightower invests in Bickling Financial Services; and more.

DCIIA votes in 2023 committee members; Aon adds personnel to pooled employer plan sales group; TIAA adds wealth distribution head;...

Cetera invests in $1.7B Kansas-based advisory; Atria snags two adviser practices from LPL; and more.

The Florida Pension Group is OneDigital’s seventh such partnership in 12 months as it expands its retirement-linked wealth management capabilities.

Cetera Financial Group broke adviser recruiting record in 2022; Advisor Group added 1,800 advisers representing $84.2B in client assets in...

U.S. Bancorp Asset Management picks Jim Link to head OCIO Unit; Marshberry adds Madore as financial advisory VP; and more.