Tag: Acquisitions

The transaction is expected to close in the second quarter of 2025.

The acquisition of the Maryland-based plan consultant closed on December 2.

Illinois-based Karel-Gordon works with financial advisers to create qualified retirement plans.

The firm known for stock trading will connect users to financial advisers, expanding further into financial services after entering retirement...

The company saw growth across both its retirement plan and recently revamped wealth management divisions.

$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.

MarshBerry acquires IMAS Corporate Finance; Kestra Wealth Services adds McCullough; Wealth Enhancement Group expands by adding KCS Wealth 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.

Pensionmark adds RIA Financial Solutions; First Trust acquires Gyroscope; Atria announces purchase of Grove Point; and more.

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.