Browsing Tag
Mergers and Acquisitions (M&A)
141 posts
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
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