Browsing Tag
Mergers and Acquisitions (M&A)
180 posts
Mergers and acquisitions (M&A) refer to business transactions where two companies combine (merger) or one company purchases another (acquisition). M&As are strategic moves to expand market share, gain new capabilities, reduce competition, or achieve growth. While mergers create a new entity, acquisitions result in one company absorbing another. These deals can impact employees, operations, stock value, and retirement plans, often triggering regulatory review and integration planning. M&As are common in industries seeking consolidation and efficiency.
Ascensus CEO David Musto Explains Blockbuster Newport Group Merger
Musto will serve as CEO of the combined company
What Aggregators Look for in 401k Advisor Firms: Wealth@wor(k) 2021
Hub’s Joe DeNoyior and Vincent Morris of OneDigital share insights on how and why firms are targeted for acquisition—and what advisors can expect from the process
Climate Change: Why Red-Hot 401(k) M&A is About to Get Hotter
It’s hardly news to note the red-hot M&A market in the 401(k)-advisory space, but Dick Darian tells us…
DCIO Experts Address Looming Industry Challenges, Opportunities: LNRS 2021
'We have to figure it out because there are big companies with big checkbooks that could put us out of business'
Buying Spree: Mariner Wealth Advisors Acquires Yet Another RIA
Kansas City-based RIA firm Mariner Wealth Advisors extended its summer streak of growth with yet another acquisition announcement…
Principal Cracks 10 Million Participants After Wells Fargo Institutional Retirement Integration
Today, Principal Financial Group announced it has completed the integration of the Wells Fargo Institutional Retirement business, which…
Empower to Acquire Prudential’s Full-Service Retirement Biz for $3.55 billion
Empower Retirement and Prudential Financial, Inc., today announced that Empower will acquire Prudential’s retirement business in a multi-billion-dollar…
Alight Solutions Merges with SPAC, Goes Public
Alight Solutions merger brings growth as the firm begins trading on the NYSE with scalable employee engagement solutions.
HUB Buys Another 401(k) Plan Practice
HUB International Limited (Hub) continued its acquisition spree with the announcement last week that it has acquired the assets…
American Trust Acquires Another 401(k) Recordkeeper
LT Trust acquisition boosts American Trust’s retirement solutions, expanding operations nationwide with advanced tech and institutional expertise.