Browsing Tag
Mergers and Acquisitions (M&A)
127 posts
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
Envestnet Going Private with $4.5 Billion Takeover by Bain
Strategic partners BlackRock, Fidelity, Franklin Templeton, and State Street also investing and will hold minority positions
Chime Buys Employee Rewards Platform Salt Labs
Chime will have immediate access to Salt Labs’ current client relationships as a result of the acquisition
Plan Sponsors List M&A Activity, Growth Among Top Reasons for Switching Recordkeepers
401(k) plan sponsors also cited cybersecurity concerns for recordkeeper switchups, found a Cogent Syndicated report from Escalent
TRPG Heads to Hawaii in Latest Acquisition
This marks the second acquisition this year for The Retirement Planning Group
Aon Completes NFP Deal Sooner Than Expected
$13 billion deal expands Aon's presence in large and fast-growing middle-market segment
RIA M&A Activity Up 20% in Q1 2024
Report says it was the second most active first quarter on record