Search results for: SCO

Product and Services Launches – 1/2/25

PGIM adds 2 Buffer ETF series and laddered buffer ETF to lineup; GROUPIRA launches IRA rollovers with Microsoft Azure; Closed-end funds advised by Franklin Templeton Fund Adviser announce...

Advisory M&A News – 12/16/24

Modern Wealth adds $500 million in AUM with 3 acquisitions; Merit Financial Advisors merges with Trinity Financial Partners; Cetera welcomes $231 Million AUA team to Summit Financial Networks.

2024 PLANADVISER 360 On Demand

This year's PLANADVISER 360 brought together advisers, thought leaders and plan providers. Below, we offer on-demand viewing of sessions including CEOs, top advisers, ERISA experts, policymakers and innovators.

Advisory M&A News – 12/9/24

Mariner completes acquisitions of Atlas Financial and Newport Advisory; Alera Group acquires Spike Risk Management; Mercer Advisors welcomes all-woman advisory team Frango Financial; and more.