Deals & People April 30th, 2024 Fiducient Promotes Goss to President He will succeed Mark Wetzel in the role and report to Sabrina Bailey, named CEO last year.
Deals & People April 29th, 2024 Advisory M&A News – 4/29/24 Aon completes acquisition of NFP; Wealth Enhancement Group adds Lynch Retirement Investment Group; UBS hires financial adviser team led by...
Deals & People February 2nd, 2024 Aon Notes ‘Terrific Opportunities’ for M&A Company sees strong M&A pipeline on the heels of announcing its NFP acquisition.
Compliance January 25th, 2024 Aon Hit With $1.5M Penalty From SEC The settlement stems from misleading statements made to the Pennsylvania Public School Employees’ Retirement System on its asset performance.
Deals & People December 20th, 2023 Aon to Acquire NFP for $13.4B NFP will continue to operate independently, with a “connected platform” to Aon.
Products November 29th, 2023 The State of PEPs and What to Expect in 2024 Aon has hit $2 billion in pooled employer plan assets, and advisers and providers see potential for continued PEP growth...
Compliance May 9th, 2023 Aon, Astellas Pay to Settle CIT Conflict of Interest Litigation A 2020 case over the performance of proprietary CITs ends with a settlement.
Deals & People June 17th, 2021 DOJ Sues to Block Aon/Willis Towers Watson ‘Oligopoly’ The Department of Justice says Aon’s acquisition ‘would create a broking behemoth,’ breaking apart the ‘Big Three’ insurance brokers.