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.
How Quickly is Advisor Consolidation Coming? Excel 401(k) Conference
Where were we 10 years ago when compared with today, and what are the implications for the next…
Broadridge Buys Fi360 to Boost Reg BI Solutions
Broadridge acquires Fi360 to expand fiduciary tools, boost retirement solutions, and strengthen wealth advisor support.
Is the ‘Clock Ticking’ on 401k Firm Consolidation? GRPAA Conference
The frenzy of recent 401k firm acquisitions was a hot topic at GRPAA’s Finnovation Conference in San Diego…
9 Advisor Challenges That Make the Case for Consolidation: GRPAA Conference
Consolidation in the 401k space has people asking questions. Do advisors step aside for the next generation? If…
Exclusive: Hub President Reich Talks Recent Blockbuster Acquisition Spree
Trying to keep up with Hub International’s M&A activity in 2019 was an exercise in futility, so we…
Hub International Buys Delaney’s StoneStreet 401(k) Firm
Hub International is on something of a tear. The second such announcement in as many days finds that…
Hub International Buys 401(k) Firm Washington Financial Group
Insurance brokerage and financial services megafirm Hub International Limited (HUB) announced Monday that has acquired the assets of…
Principal-Wells Fargo Deal Moving Toward Early 3Q Close
Principal is bringing “top talent” from Wells Fargo Institutional Retirement & Trust as part of the retirement plan services acquisition deal.
Help in Valuating a 401(k) Advisory Business
Accurately valuing an advisory business can be tricky. Thankfully, Christine Stokes and Nuveen are here to help.
RIAs Less Bullish on M&A Activity in 2019
RIAs and fee-based advisors less bullish about pace of RIA industry M&A activity compared to prior years, yet majority still believe it will increase.