Browsing Tag
Mergers and Acquisitions (M&A)
141 posts
Creative Planning Buys Mesirow’s $13B Retirement Services Team
Mesirow's corporate retirement advisory service business works with over 350 plans and holds $13 billion in assets
LPL Financial Acquires $6.5 Billion Broker-Dealer
LPL Financial will buy Crown Capital Strategies, a broker-dealer and RIA with 260 financial advisors
CAPTRUST Acquires $2.3 Billion Southern Wealth Management
The deal marks CAPTRUST's third acquisition in Texas and its fifth overall in 2023
OneDigital Buys $3.8 Billion StoneStreet Equity
StoneStreet will bring in $3.8 billion in AUA, along with their entire team, to OneDigital
JULY Acquires Sunwest Pensions
The acquisition between JULY and Sunwest Pensions is set to add over 500 plan clients
Cetera Buys $1.4 Billion RIA Firm
The acquisition of The Retirement Planning Group signals a serious move into the RIA space from Cetera
CAPTRUST Acquires Omega Wealth Partners
The deal with the Texas-based firm marks CAPTRUST's fourth acquisition in 2023
Franklin Templeton Acquiring Putnam Investments
“Strategic partnership” accelerates Franklin Templeton’s growth in the retirement sector and significantly increases its defined contribution AUM to approximately $90 billion
Franklin Templeton Acquires Managed Accounts Startup volScout
As part of the acquisition, volScout founders will be working with Franklin Templeton's newly formed managed accounts team
It’s a Deal: USI Consulting Group Buys Hooker & Holcombe
New partnership strengthens USICG’s national retirement consulting expertise