Browsing Tag
Mergers and Acquisitions (M&A)
134 posts
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
OneDigital Acquires Huntington 401(k) Advisory and Retirement Plan Servicing Business
The transaction brings $5.6 billion in retirement plan AUM and 1,300 employers to the OneDigital platform
Financial Wellness Firms FinFit, Salary Finance Combine Under FinFit Brand
Merger creates what companies call the country’s most comprehensive workplace financial wellness platform
T. Rowe Price Buys Retiree, Inc. to Bolster Retirement Income Capabilities
Overland Park, Kan.-based fintech known as an innovator of retirement income and Social Security software
OneDigital Expands to Arizona
Acquisition of 401K Resources and The Clear Group marks a milestone in firm’s planned national expansion
CAPTRUST Acquires $5.8B RIA Firm
The deal marks the first acquisition for CAPTRUST in 2023 and the 64th since 2006
OneDigital Adds 17th Florida Office with Addition of Florida Pension Group
Deal announced Feb. 6 marks the company’s seventh strategic retirement and wealth partnership in the past 12 months
The Standard Closes Deal to Acquire Securian’s Recordkeeping Biz
Business will operate under The Standard brand and include Securian Financial’s retirement solutions employees, management, client relationships and distribution networks