Insurer Alliant Expands Retirement Plan Footprint
Alliant acquires Connecticut-based retirement plan consultancy and TPA as part of its ‘selective’ retirement acquisition strategy.
Tag: M&A
Advisory M&A News – 12/4/23
Creative Planning announces acquisition of Daniels + Tansey; Perigon Wealth Management welcomes Wealth Advisors Inc.; Advisers Medelberg and Koziatek join...
Hub Lands AFS 401(k) Retirement and Wealth Advisories
Advisers Alp Atabek and Alex Assaley will join Hub as retirement and wealth consolidation continues.
KKR to Buy Final 37% of Annuity Provider Global Atlantic for $2.7B
Already the majority owner, KKR will take full ownership to solidify its insurance footprint and the connection to its asset...
RIAs Already Spread Thin, Even as Clients Want More Services, Fidelity Finds
The firm’s RIA benchmarking survey revealed a drop in new client assets and identified an opportunity to be more ‘proactive’...
Advisory M&A News – 11/6/23
Hub acquires Renaissance Benefit Advisors Group and Franklin Financial Group; CAPTRUST adds Normann Financial; and Mercer Advisors snags Singh Advisory.
Creative Planning Acquires Mesirow’s Retirement Advisory Business
The RIA adds $13 billion corporate plan services team soon after announcing a deal for Goldman’s personal finance unit.
Advisory M&A News – 10/30/23
CAPTRUST adds $1B wealth advisory in Indiana; NewEdge Advisers adds Florida-based adviser serving individuals and small businesses; Kestra builds up...
Retirement Advisory M&A Persists Amid Overall Deal Decline
DeVoe’s Q3 M&A report shows overall dealmaking in the advisory space is trending toward a down year, with the retirement...
Advisory M&A News – 10/23/23
Mercer acquires Kingfisher Capital; Sequoia to add M Capital Advisors; Charles Drew Group joins UBS.
Alera Adds More Retirement Benefit Specialists, Capabilities
Firm adds Brio Benefits and a retirement plan consultant joins its Waterford Group company.
Genstar Capital Re-Ups to Keep Driving Cetera M&A Plans
Having originally invested in Cetera in 2018, Genstar will continue to be the majority investor and lead partner.
Marsh McLennan Agency Sees C-Suite Connection in Retirement, Wealth Advisement
MMA’s retirement and wealth head is continuing to build a dual-pronged team that can work across retirement plan advisement and...
SageView’s Long: ‘Tremendous’ Consolidation Still to Come in Retirement, Wealth
The founder, former CEO and now chairman also says serving participants—in or out of plan—will be key to succeeding amid...
NFP Acquires Divergent Wealth Advisors
The deal expands NFP’s wealth management and retirement capabilities, while broadening its reach in the Western U.S.
The PLANADVISER Interview: Michael Francis, Francis LLC
The advisory head discusses the conflicts of interest risk in merging retirement plan advisement and wealth management, plus why he...
DeVoe: Advisory Dealmaking Outpacing Last Year’s Q3
The uptick comes as RIA M&A activity experienced a slowdown for the previous 12 months.
Carlyle Makes Growth Investment in CAPTRUST
Equity from Carlyle will be used to advance CAPTRUST’s M&A strategy in both wealth management and retirement, says CAPTRUST president.
Affiliation Benefits Abound, but Independence Still Has Merits, Say Advisers Who Have Done Both
Many plan advisers have moved to affiliate models for reasons ranging from client service to career pathing, said advisers at...