Browsing Tag
Mergers and Acquisitions (M&A)
136 posts
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
Joe DeNoyior on the Entrepreneurial Attitude Underlying HUB’s Success
The National RPW division president explains the firm’s competitive edge and what it will take to sustain the 401k space moving forward
More M&A: The Standard Will Buy Securian’s Recordkeeping Business
The newly combined business "will provide enhanced product offerings that will expand relationships with plan sponsors and distribution partners"
Mass Success? Empower Exceeds 90% MassMutual Participant Retention
'We would have similar expectations with respect to the Prudential migration effort,' says CEO Ed Murphy
Hub Buys Construction Industry-Focused 401k Firm Direct Advisors
Wise Rhino Group represented Direct Advisors in the transaction
Goldman Sachs Closes Deal for Retirement Platform NextCapital
Move accelerates expansion of Goldman Sachs’ services to the growing defined contribution market through personalized managed accounts and digital advice
Creative Planning Continues Its Acquisition Spree
Wipfli Financial Advisors manages $5 Billion in AUM
RIA Combo with a Side of Capital Investment: One Seven, MGO Merge
New combined company oversees $2.8 billion in assets across 11 states as it enters next stage of growth with Merchant partnership
Deal Roundup: HUB, Edelman Announce Latest Retirement Acquisitions
HUB International acquires $2.4 billion advisory firm while Edelman Financial Engines buys California RIA firm to bolster retirement planning capabilities