Browsing Tag
Corporate Roundup
76 posts
Discover the latest corporate roundup featuring key updates on financial results, executive changes, strategic initiatives, and major corporate events. Stay informed with our comprehensive summaries of top business developments, mergers, acquisitions, and market trends. Perfect for investors, analysts, and business professionals seeking a quick yet thorough overview of the corporate world.
Corporate Roundup: Alera Group Buys Advanced Capital Group, NewRetirement Becomes Boldin
This week, Alera Group acquires $24B Advanced Capital Group, NewRetirement changes its name to Boldin, and more
September 6, 2024
Corporate Roundup: Mercer 401(k) and PEP Top $3.5B, Principal Appoints COO
The latest industry news from Mercer, Principal, and Ascensus
August 23, 2024
Corporate Roundup: TRPG, Hub, Prime Pensions Announce Acquisitions
The latest news from The Retirement Planning Group, PCS Retirement, Hub International, and more
August 9, 2024
Corporate Roundup: MissionSquare Names CEO, Sequoia Financial Acquires Wealth Manager
The latest industry news from MissionSquare Retirement, Sequoia Financial, Prime Capital, and eMoney Advisor
August 2, 2024
Corporate Roundup: Paychex Exceeds 120,000 Clients, Mutual of America Names CEO
The latest news from the 401(k) industry, including Paychex, Mutual of America, Nationwide Retirement Solutions, Savvy Advisors, and more
July 26, 2024
Corporate Roundup: PensionBee Expands to U.S., JULY Acquires TPA
Our corporate roundup this week features news from PensionBee, JULY, PCS Retirement, and more
July 19, 2024
Corporate Roundup: Netchex Launches 401(k) Platform, 401GO Unveils Mobile App
Our weekly corporate roundup features news from Netchex, 401GO, and Marsh McLennan
July 5, 2024
Corporate Roundup: Ascensus Names CMO, Savvy Introduces Latest Wealth Managers
Our latest corporate roundup features this week’s top news from Ascensus, Savvy Advisors, Sageview, Transamerica, and more
June 28, 2024
Corporate Roundup: Nuveen Taps New CEO, Sharebuilder 401k Slashes Setup Fee
For our weekly corporate roundup series, Nuveen appoints a new CEO, Sequoia Financial Group hires a C-suite leader, and more
June 14, 2024
Corporate Roundup: Morningstar Wealth, Empower, GSAM
In this week's corporate roundup, Morningstar Wealth appoints its new CIO for the Americas while its former CIO joins Empower as a chief investment strategist
June 7, 2024