Browsing Tag
Mergers and Acquisitions (M&A)
135 posts
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
Victory Capital Adds Amundi US Under Strategic Partnership
Deal would make Paris-based Amundi a strategic shareholder of Victory Capital and includes reciprocal 15-year exclusive distribution agreements
Ascensus Acquires 401(k) Recordkeeping Biz from Mutual of Omaha
Deal involves more than 2,300 retirement plans, 65,000 participants and more than $3.9 billion in AUA
Modern Wealth Launches Retirement Plan Advisory Biz with Deal for $1.2B N.Y. Firm Beltz Ianni
Sixth acquisition less than a year after launch adds retirement plan service offering for small-to-midsize companies