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.
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.…
Steep Second Quarter Advisor M&A Drop, But Deal Size Hits Record
The pre-COVID M&A space saw multiples rapidly reaching ridiculous levels, not unheard of in booming economies with daily…
CAPTRUST Continues Acquisition Spree, Buys Lakeside Wealth Management
CAPTRUST announced Wednesday that it has acquired Indiana-based Lakeside Wealth Management. The Lakeside team brings to CAPTRUST $1.6…
DOJ, Stockholders Approve $26 Billion Schwab-TD Ameritrade Merger
Major hurdles were cleared in the Charles Schwab/TD Ameritrade merger on Thursday, bringing the possibility of a combined…
Financial Resources Group, Gladstone Wealth Announce Merger
Financial Resources Group and Gladstone Wealth Group announced on Thursday that they are merging to form Gladstone Financial…
401(k) Merger Mania–How Long Will It Last?
The 401(k) M&A boom continues as firms consolidate, valuations soar, and sellers navigate the emotional and financial impact of deals.
Fi360’s Faustino on Firm’s Direction After Broadridge Buy
Fi360 Broadridge acquisition brings growth, new opportunities, and expanded distribution while maintaining independence and advisor trust.