Browsing Tag
Mergers and Acquisitions (M&A)
138 posts
Mariner Buys $292B Cardinal Investment Advisors
The acquisition will grow Mariner's AUA to $550 billion for the first quarter of the year
January 9, 2025
Paychex Acquiring Rival Paycor in $4.1B Deal
Deal between payroll providers creates one of the most comprehensive suites of human capital management solutions for organizations of all sizes
January 7, 2025
MAP Retirement Merging with Pension Plan Specialists
Strategic step will enhance retirement plan services and expand national presence
December 30, 2024
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,…
November 18, 2024
Alera Group Buys SRPC
As part of the transaction, SRPC team members will continue to serve clients in their existing roles
November 14, 2024
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…
November 1, 2024
Modern Wealth Buys $1.4B Petso Financial
Petso Financial's 10-person team will move to Modern Wealth as part of the acquisition
October 28, 2024
Cetera Acquires $4B RIA
Cetera will welcome 350 financial professionals as part of the acquisition
October 8, 2024
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
October 6, 2024