Browsing Tag
Mergers and Acquisitions (M&A)
134 posts
How Company Mergers Affect Retirement Plans with Inspira Financial’s Pete Welsh
In this episode, we sit down with Pete Welsh, Managing Director of Retirement and Wealth at Inspira Financial,…
Alera Group Buys SRPC
As part of the transaction, SRPC team members will continue to serve clients in their existing roles
Q&A with Inspira Financial’s Pete Welsh: Navigating Merger-Related Retirement Plan Considerations
In this exclusive Q&A, 401(k) Specialist sits down with Pete Welsh, Managing Director of Retirement and Wealth at…
Modern Wealth Buys $1.4B Petso Financial
Petso Financial's 10-person team will move to Modern Wealth as part of the acquisition
Cetera Acquires $4B RIA
Cetera will welcome 350 financial professionals as part of the acquisition
Mercer Advisors Builds Presence in North Carolina and Philly With New Deals
The Denver-based wealth manager announced the acquisitions of two multi-million dollar RIAs this week
Waverly Advisors Buys CenterPoint Wealth Management
The acquisition marks Waverly's 16th transaction since 2021
Corporate Roundup: TRPG Acquires Wealth Manager, 401GO, Northwestern Mutual Hires
The latest news from The Retirement Planning Group, 401GO, and Northwestern Mutual
RIA M&A Activity Holds Steady in Q2
M&A activity stayed steady for a total of 61 transactions in Q2 2024, reports DeVoe & Company
Waverly Acquires RIA River Capital
The acquisition brings Waverly’s AUM up to $12.5 billion