Browsing Tag
Wise Rhino
17 posts
Corporate Roundup: Franklin Templeton and TIFIN Partner, EFE Hires CMO
Franklin Templeton and TIFIN collaborate on a financial wellness platform, Edelman Financial Engines hires a new chief marketing officer, and more
A Big Deal: AFS Acquired by HUB
High-profile retirement plan consulting and wealth manager helmed by principals Alp Atabek, Alex Assaley and Jason Dahl to join Hub Mid-Atlantic as part of agreement announced today
It’s a Deal: USI Consulting Group Buys Hooker & Holcombe
New partnership strengthens USICG’s national retirement consulting expertise
New Retirement Plan Consulting Firm Launches ‘Bac(k) Office’ Solution
Just-launched Freedom Fiduciaries introduces new partnership model for financial advisors and broker dealers
Hub Buys Construction Industry-Focused 401k Firm Direct Advisors
Wise Rhino Group represented Direct Advisors in the transaction
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
Pensionmark Acquired in Blockbuster Deal
It's a red-not 401k advisory M&A market that shows little signs of slowing
Advisory Firm M&A Still in Early Stages: GRPAA 2022 Industry Leaders Summit
'We spend a lot of time talking about whether it’s the right thing to do.'
Retirement Consulting Firms Find New Paths May Be Necessary to Compete
It speaks to the opportunity for firms willing to spend time and effort to understand prevailing market forces