Browsing Tag
Wise Rhino
18 posts
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
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
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…
Busiest Period in Retirement Advisory Firm M&A History
Full-year 2020 and the first quarter of 2021 was the busiest period in the history of retirement advisory…
401k Firm Merger Mania Will Continue: M&A Expert Darian
Speaking with Dick Darian is always a master’s education in industry M&A, and the environment he currently describes only…
CAPTRUST Continues Acquisition Spree, Buys Lakeside Wealth Management
CAPTRUST announced Wednesday that it has acquired Indiana-based Lakeside Wealth Management. The Lakeside team brings to CAPTRUST $1.6…
OneDigital Buys 401k Firm Aggregator Resources Investment Advisors
Health and benefits provider OneDigital has acquired aggregation-firm Resources Investment Advisors, both companies announced Tuesday. The acquisition is…
How to Capitalize on 401k Industry Consolidation
Like snow in Westeros, consolidation is coming—soon. Modeled off market forces in employee benefits and property/casualty, the retirement…