Browsing Tag
Mergers and Acquisitions (M&A)
176 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.
401(k) Plan Provider NWPS Bought by Raymond James
Broker-dealer Raymond James is expanding its retirement services offerings by acquiring independent 401k plan administrator NWPS.
How Retirement Industry Consolidation Impacts Advisors and Retirees
The financial services industry has witnessed a surge of merger and acquisition activity in recent years. Within the…
401(k) Firm M&A Heats Up with HUB Acquisition Spree
401(k) Mergers continue as HUB International acquires Baystate and Leading Edge, strengthening retirement and wealth management services.
GRPAA’s Owen Joins HUB International Retirement and Private Wealth
HUB International announced Monday that James Owen has joined as Director of Business Development of its Retirement and…
Schwab Finalizes $22 Billion TD Ameritrade Acquisition
Charles Schwab today announced that it has completed its acquisition of TD Ameritrade, in an all-stock deal valued at $22 billion.
Episode 10—Industry M&A: GRPAA’s Bill Chetney Uses Bad Language to Make Good Points
Are mergers and acquisitions in the 401(k) advisory space hot or not? They were humming along until…
Empower Acquiring MassMutual’s Retirement Plan Business
Recordkeeper Empower Retirement is back in expansion mode after announcing today it will acquire MassMutual’s retirement plan business.
Principal, Wells Fargo IRT Integration Progressing Despite COVID Challenges
Principal Financial Group today announced marked progress in the integration of the Wells Fargo Institutional Retirement & Trust…
Tributes Pour in After Sudden Passing of Hub’s David Reich
David Reich, National President of Hub International’s Retirement and Private Wealth, died Sunday of a heart attack while…
Episode 6: Creative Planning’s Peter Mallouk on What’s Right (and Really Wrong) With 401(k)s
Peter Mallouk says 401(k) plans are expensive, overly complex, needlessly complicated and involve too many third parties.…