In Practice November 7th, 2024 Empower’s Q3 Earnings Surge 35% Year-Over-Year to Record Highs The company saw growth across both its retirement plan and recently revamped wealth management divisions.
Deals & People October 16th, 2023 Advisory M&A News – 10/16/23 MarshBerry acquires IMAS Corporate Finance; Kestra Wealth Services adds McCullough; Wealth Enhancement Group expands by adding KCS Wealth Advisory.
Deals & People September 5th, 2023 Advisory M&A Pensionmark adds RIA Financial Solutions; First Trust acquires Gyroscope; Atria announces purchase of Grove Point; and more.
Deals & People June 5th, 2023 Advisory M&A Atria Wealth brings on team from Flagstar; Mercer Advisors acquires RMR Wealth Advisors; BG Group joins UBS; and more.
Deals & People May 1st, 2023 Advisory M&A Modera Wealth Management announces acquisition of Parsec Financial; Modern Wealth Management acquires Barber Financial Group; and more.
Deals & People April 24th, 2023 Advisory M&A Atria Wealth Solutions acquires Grove Point Financial; Pensionmark welcomes Xponential Growth Solutions; and more.
Deals & People April 3rd, 2023 Advisory M&A July acquires Turning Point Associates; Cetera Announces Acquisition and 2 Strategic Relationships; Easy Street Insurance Joins Integrity; and more.
Deals & People March 21st, 2023 Advisory M&A OneDigital acquires 401K Resources, Clear Group; Itheric Wealth Advisors joins Sanctuary Wealth; and more.
Deals & People January 30th, 2023 Advisory M&A Charles Schwab acquires resource provider to family wealth firms; Voya completes acquisition of benefits administrator Benefitfocus; Franklin Templeton partners with...