RIA Merger Market Hits 9th Year of Record Activity
The M&A tear did finally slow in Q4 2022, marking the first year-over-year quarterly decline in more than four years,...
Tag: consolidation
Advisory M&A
OneDigital acquires third property-and-casualty business in past two months; Ubiquity and DriveWealth bring fractional share trading to small business 401(k)s;...
Publisher’s Note
Truly Participant Focused
Those in the retirement plan industry have recently increased their focus on participants. Retirement plan recordkeepers, investment managers, plan sponsors,...
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...
Talking Scale With Voya, Sterling Resources Leaders
Over the past decade, the universe of retirement plan recordkeepers has contracted from about 400 to approximately 150, with no...
Cover Story
Value Judgment
How to best assess an advisory firm’s worth for a merger or an acquisition.
M&A Brings Wealth, Retirement Together
CAPTRUST talks with PLANADVISER about its growth through mergers and acquisitions—and how this speaks to industry trends impacting private wealth...
PANC 2018: The Future of Retirement Advising
A look at consolidation, the role of recordkeepers and the importance of financial wellness programs.