Adviser Industry Posts Another Quarterly M&A Record
Echelon’s latest merger and acquisition research finds U.S. private equity firms and strategic acquirers are pivoting their attention overseas as...
Tag: Business model
Adviser Marketing Spend Up During COVID-19 Pandemic
Though they spent more on marketing overall this year, financial advisers have questions about the return on marketing spend.
Views of Adviser M&A Have Evolved
A majority of advisers reached as part of a recurring Nationwide survey increasingly expect merger and acquisition activity to have...
CAPTRUST Acquires Chicago-Based Ellwood Associates
A total of 55 Ellwood employees, including 46 consultants, will be joining CAPTRUST, including a seasoned team of investment consultants.
A Q&A With QMA’s David Blanchett
David Blanchett, QMA’s newest managing director and head of retirement research, talks about the evolving role of DC plans and...
Publisher’s Note
What Is Too Few?
In the aftermath of the Aon–Willis Towers Watson merger deal falling apart, it might be time to reflect on the...
A Timely Discussion With the CFP Board
Kim Hayes, who serves as a director for the CFP Board, talked with PLANADVISER about adviser industry turnover, the need to improve diversity and the opportunities afforded by...
Antitrust Issues Scuttled Aon-WTW Combo. What Comes Next?
Regulators cited the elimination of competition in filing a civil lawsuit to halt the union of Aon and Willis Towers...
A Managed Account Q&A With LeafHouse and iJoin
The firms, which collaborated to launch a new adviser managed account solution, say the retirement plan industry has both the...
ProCourse Fiduciary Advisors Acquired by MJ Insurance
Doug Prince will continue to serve as CEO of ProCourse after the acquisition, with the entire team of 13 remaining in the Carmel, Indiana, location.
RIA Aggregators Aim for Small-Plan Market Expansion
OneDigital and Ascensus recently announced the availability of a ‘co-created small market solution,’ making OneDigital the latest adviser aggregator to launch a DC plan solution targeted at small...
Antitrust Concerns Scuttle Aon-Willis Merger Proposal
Despite winning regulatory approval of the combination from the European Commission, Aon and Willis Towers Watson have reached an impasse...
How Leaders Are Addressing the Adviser Gender Gap
Although they make up more than half the population, currently less than 20% of financial advisers are women. This raises...
M&A Update: CAPTRUST’s 50th, New SageView and Hub Deals
Even after years of accelerated consolidation of retirement plan advisory and wealth management firms, the pace of mergers and acquisitions is not letting up one bit.
Amid the Pandemic, Advisory Industry Enjoyed Record Demand
New performance research published by the Investment Adviser Association shows the industry ‘defied’ the pandemic during the past year, achieving significant growth across key metrics for the ninth...
Adviser Op-Ed: The Merits of a Retirement and Benefits Task Force
A case for why retirement plan advisers and employee benefits professionals should join forces to meet workers’ financial health needs...
The Why Behind Moneta’s Self-Funded Trust Company
The leadership team at Moneta says the firm’s recent launch of its own trust company fortifies its independence and commitment to helping clients transfer their wealth from one...
M&A Update: Fiduciary Plan Advisors Acquired by OneDigital
As part of the agreement, OneDigital Investment Advisors will assume responsibility for advising approximately $6 billion in assets held by over 200,000 American workers.
Epstein Financial Group Latest to Join Hub International
The rapid pace of retirement plan adviser acquisitions continues, with more and more well-established firms joining up with large national aggregators.
MyVest CEO Sees a Tech-Enabled Future Rapidly Approaching
The challenges presented by the coronavirus pandemic have accentuated and accelerated the digital transformation that was already underway in the U.S. advisory and wealth management space.