Browsing Tag
consolidation
8 posts
Deal Roundup: HUB, Edelman Announce Latest Retirement Acquisitions
HUB International acquires $2.4 billion advisory firm while Edelman Financial Engines buys California RIA firm to bolster retirement planning capabilities
MassMutual to Move Its Corporate 401k from Empower to Fidelity
What does it say about plan sponsor responsibilities as the industry continues to consolidate?
Broker-Dealer Consolidation Craziness Continues
Competition for advisor talent remains high as affiliation options abound
Creative Planning’s Buying Spree Extends into 2021 with Biggest Deal Yet
Creative Planning Inc., one of the nation’s largest Registered Investment Advisers (RIAs), announced Feb. 4 it has acquired…
Is the ‘Clock Ticking’ on 401k Firm Consolidation? GRPAA Conference
The frenzy of recent 401k firm acquisitions was a hot topic at GRPAA’s Finnovation Conference in San Diego…
9 Advisor Challenges That Make the Case for Consolidation: GRPAA Conference
Consolidation in the 401k space has people asking questions. Do advisors step aside for the next generation? If…
Keys to Retirement Asset Consolidation and More Advisor ‘Wallet Share’
Keep it simple, stupid. The KISS acronym, while direct, is on point when dealing with investor behavior in…
How to Capitalize on 401k Industry Consolidation
Like snow in Westeros, consolidation is coming—soon. Modeled off market forces in employee benefits and property/casualty, the retirement…