Browsing Tag
401(k) Client Acquisition
217 posts
Corporate Roundup: Mercer and Cetera Acquisitions, Ascensus Expansions
Mercer Advisors, Cetera, and Steward Partners announce acquisitions, and Ascensus grows NQDC sales team
Vestwell Acquires Student Loan Benefits Provider
The deal will add new products to the Vestwell platform, including programs that manage and allocate funds to student debt, contribute to education savings accounts, and refinance student loans
LPL Financial Acquires $6.5 Billion Broker-Dealer
LPL Financial will buy Crown Capital Strategies, a broker-dealer and RIA with 260 financial advisors
CAPTRUST Acquires $2.3 Billion Southern Wealth Management
The deal marks CAPTRUST's third acquisition in Texas and its fifth overall in 2023
OneDigital Buys $3.8 Billion StoneStreet Equity
StoneStreet will bring in $3.8 billion in AUA, along with their entire team, to OneDigital
Retirement Advisor Marketing with Rebecca Hourihan
Join us as Rebecca Hourihan discusses 401k retirement advisor content marketing for retirement plan professionals using artificial intelligence.
Corporate Roundup: Carson Group Adds $5 Billion RIA, Waverly Advisors Acquires Silicon Hills
The Carson Group announces equity partnership with Northwest Capital Management, Waverly Advisors acquires Silicon Hills Wealth Management, and more
ProNvest Rebrands as ‘Future Capital’
WealthTech provider facilitates advisor access to DC plan participant external assets
JULY Acquires Sunwest Pensions
The acquisition between JULY and Sunwest Pensions is set to add over 500 plan clients
Corporate Roundup: New Mylo and Mercer Products, UBS Announces NYC Addition
Prudential Advisors incorporates annuities, Mercer adds another strategic investor, and more