October Three Consulting Acquires Retirement Learning Center
October Three expects its plan approach and thought leadership to combine well with RLC’s educational resources and guidance for advisers.
Tag: Acquisition
Adviser Product Partnerships
Morningstar Wealth expands U.S. Wealth Platform; OneDigital and Pontera announce partnership; and more.
T. Rowe Price to Acquire Retirement Income Fintech Retiree, Inc.
Rowe Price plans to incorporate the retirement income planning software into its retirement offerings for advisers, plan sponsors, and participants.
Advisory M&A
Securian Financial Subsidiary acquires Enspire; Pontera and AssetBook intergrate; Wealthspire Advisors acquires Heron Wealth; and more.
Advisory M&A
PCIA acquires Cornerstone; Creative Planning adds Telarray Advisors; Heffernan Network acquires Kettering Rose; and more.
CAPTRUST Acquires $5.8B Texas Firm Monroe Vos Consulting
Monroe Vos founder says joining CAPTRUST will provide scale of economics.
Sequoia Secures $200M from PE Firm Valeas to Fuel Continued Growth
The wealth management firm continues an acquisitions push after nearly doubling assets under management to $10 billion last year.