Browsing Tag
Mergers and Acquisitions (M&A)
197 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.
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
Equitable Acquires Stifel Independent Advisors
Stifel’s independent advisors will transition to Equitable Advisors
October 27, 2025
VestGen Broadens Reach to Retirement Plans; Stax.ai, Finch Partner on Payroll-Linked Census for TPAs
Plus, the latest news from Financial Finesse, Morningstar Retirement, PensionPro, IRALOGIX, Creative Planning, and more
October 24, 2025
Aboon Secures $17.5M Funding Round, EFE’s Shah Steps Down
Plus the latest news from ICI, Daybright Financial, Nationwide, Sharebuilder 401k, and more
October 17, 2025
Ascensus Sets Next Phase of Leadership, Transamerica Taps CIO
News from Ascensus, Transamerica, Nationwide, Strongpoint Partners, PSCA, and more
October 10, 2025
Creative Planning Buys SageView Advisory
The newly combined firm represents $640 billion in total client assets
October 9, 2025
Edelman Financial Engines Buys Hasenberg
Per terms of the acquisition, Hasenberg will become fully integrated and continue operations under the EFE brand
October 8, 2025