Tag: Acquisition

$3.5 billion firm joins World (formerly Pensionmark) to expand its growth strategy and enhance its offering to advisers and clients.

Morningstar Wealth TAMP clients and advisers will gain access to AssetMark’s platform, while advisers using AssetMark can access to Morningstar’s...

Separately, Diversify Advisor Network launches a retirement plan advisory services program for financial advisers.

Goldman is shedding Marcus Invest accounts less than one year after exiting its personal finance management division; will keep Marcus...

Both firms made additions to expand their respective retirement plan and wealth management footprints in the state.

The deal comes as Echelon names CAPTRUST among the biggest acquirers of 2023.

The firm is looking to sync its growing wealth management footprint to retirement managed account offerings, according to its CFO.

Hub acquires Renaissance Benefit Advisors Group and Franklin Financial Group; CAPTRUST adds Normann Financial; and Mercer Advisors snags Singh Advisory.

DPL Financial Partners acquires AnnuityFix; Wealthspire Advisors to acquire GM Advisory Group; Carson Group adds FAI Wealth Management; and more.

Johnson Financial Group acquires Appleton Group; Bluespring Wealth Partners announces acquisition of Christopher Street Financial; Coutant Group joins UBS.

The deal expands NFP’s wealth management and retirement capabilities, while broadening its reach in the Western U.S.

The transaction is expected to close in the year’s fourth quarter.

Acquisition of Southern Wealth Management brings managing partner Dick Jones and 62 colleagues to CAPTRUST.

Creative Planning acquires BerganKDV; Boston Hill Advisors joins Hightower; Kestra Private Wealth Services launches Destination Wealth Advisors. 

Renamed, Hub Heartland will be led by Valerie Bogdan-Powers, Horan’s former division president.

The wealth manager will now provide employers with a wellness platform that connects back to their wealth adviser services. 

Following Smart’s recent $95 million Series E funding round, the acquisition takes Smart’s global assets under management total to more...

October Three expects its plan approach and thought leadership to combine well with RLC’s educational resources and guidance for advisers.

Morningstar Wealth expands U.S. Wealth Platform; OneDigital and Pontera announce partnership; and more.

Rowe Price plans to incorporate the retirement income planning software into its retirement offerings for advisers, plan sponsors, and participants.