Browsing Tag
Mergers and Acquisitions (M&A)
193 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.
Savi Acquires Fiducius to Grow Employer Reach
Fiducius provides employee benefits focused on education, including loan contributions, tuition reimbursement, retirement matching, parental college planning, and banking benefits
February 5, 2026
J.P. Morgan AM Taps Executive Director, Corebridge Brings Crypto to Annuities
Plus, news from Corebridge Financial, Ritholtz, InspereX, and more
January 30, 2026
Creative Planning Acquires Baseline Wealth Management
The acquisition will add $1 billion in assets to Creative Planning
January 17, 2026
Janus Henderson Acquired for $7.4B
The firm was bought by investment firms Trian and General Catalyst in a shared partnership
December 24, 2025
Mai Capital Management Buys LWA
The addition of LWA is set to further expand MAI’s presence in Maryland
December 14, 2025
Commonwealth’s CenterBridge Joins Independent Financial Partners
Customized tech and a value-participation program inspired CenterBridge’s decision to sign on with IFP
December 13, 2025
Creative Planning Acquires $1B Burt Wealth
Burt Wealth offers tax reduction strategies, education funding and estate, business and retirement planning
December 6, 2025
Cetera Adds $265M Firm from Osaic
Advisors Matthew and Christopher Callero say they chose Cetera for its organic and inorganic growth resources
November 26, 2025
Viking Cove Unveils Advisor Vantage, NFP Expands Leadership
Plus news from Nationwide, T. Rowe Price, and Wealth Enhancement
November 7, 2025
Morgan Stanley Acquires EquityZen, Industry Veterans Unveil HSA Gamified Loyalty Program
Plus, news from Strongpoint Partners, Osaic, Prospera, and AssetMark
October 31, 2025