Browsing Tag
Mergers and Acquisitions (M&A)
137 posts
HUB RPW Buys Retirement Plan Advisory Firm GRP Financial California
2020 and the first half of 2021 were the busiest periods in the history of retirement plan advisory M&A overall
Broker-Dealer Consolidation Craziness Continues
Competition for advisor talent remains high as affiliation options abound
Creative Planning to Buy Lockton’s Retirement Business
It's the latest deal to fuel the 'extraordinary' growth of the retirement firm aggregators over the past five years
Ascensus CEO David Musto Explains Blockbuster Newport Group Merger
Musto will serve as CEO of the combined company
What Aggregators Look for in 401k Advisor Firms: Wealth@wor(k) 2021
Hub’s Joe DeNoyior and Vincent Morris of OneDigital share insights on how and why firms are targeted for acquisition—and what advisors can expect from the process
Climate Change: Why Red-Hot 401(k) M&A is About to Get Hotter
It’s hardly news to note the red-hot M&A market in the 401(k)-advisory space, but Dick Darian tells us…
DCIO Experts Address Looming Industry Challenges, Opportunities: LNRS 2021
'We have to figure it out because there are big companies with big checkbooks that could put us out of business'
Buying Spree: Mariner Wealth Advisors Acquires Yet Another RIA
Kansas City-based RIA firm Mariner Wealth Advisors extended its summer streak of growth with yet another acquisition announcement…
Principal Cracks 10 Million Participants After Wells Fargo Institutional Retirement Integration
Today, Principal Financial Group announced it has completed the integration of the Wells Fargo Institutional Retirement business, which…
Empower to Acquire Prudential’s Full-Service Retirement Biz for $3.55 billion
Empower Retirement and Prudential Financial, Inc., today announced that Empower will acquire Prudential’s retirement business in a multi-billion-dollar…