Browsing Tag
Mergers and Acquisitions (M&A)
136 posts
$10.4 Trillion Up for Grabs as Advisors Retire
Practices considering internal succession should embrace the concept of shared equity ownership
SageView Acquires Cash Balance Firm kPlans
Wise Rhino Group served as an advisor to kPlans. The terms of the transaction were not disclosed.
HUB Continues Hot Acquisition Streak with CSi Advisory Purchase
Based in Indianapolis, Indiana, CSi was founded in 1971
5 Months, 5 Deals: OneDigital Acquires Another RIA
TimeScale Financial deal latest in a series of acquisitions creating a strategic expansion of wealth management capabilities in 2022
Joe DeNoyior’s TAPO Redux: Becoming an Industry HUB
Anyone who doesn’t know what Joe DeNoyior’s been up to lately is living under a rock. Hub International…
Millennium Trust Adds HSAs with Completion of PayFlex Deal
Acquisition of PayFlex from CVS Health expands breadth of services and solutions available to clients
Envestnet Bulks Up Retirement Solutions with 401kplans.com Acquisition
As part of deal, 401kplans.com Founder Scott Buffington joining Envestnet as Head of Retirement Sales
MassMutual to Move Its Corporate 401k from Empower to Fidelity
What does it say about plan sponsor responsibilities as the industry continues to consolidate?
1 Week, 3 More Deals for Creative Planning
Retirement firm aggregator keeping busy entering Q2
Pensionmark Acquired in Blockbuster Deal
It's a red-not 401k advisory M&A market that shows little signs of slowing