Principal Marks Completion of Wells Trust and Custody Business
With the acquisition’s completion, Principal Custody Solutions can now serve institutional clients of all sizes with both retirement and non-retirement...
Tag: M&A
Managing Provider Relationships | Q&A
Keith J. Gredys
On Kidder Advisers’ approach to personalized wellness.
More Lessons From Record M&A Action Backed by Private Equity
In part due to the growing role of private equity backers, competition between ‘financial buyers’ and ‘strategic acquirers’ appears set to heat up in the coming years.
M&A Update: Wealth Management in Focus
CAPTRUST Financial Advisors has announced two additional acquisition deals that were completed last year.
CAPTRUST Makes Portfolio Evaluations Its First Acquisition of 2022
In one of CAPTRUST’s largest acquisitions to date, the move to onboard Portfolio Evaluations brings more than $107 billion in assets and several hundred clients.
SageView Reveals Channel Financial Acquisition
The pace of retirement plan adviser industry mergers and acquisitions is already picking up in 2022, with a handful of major deals already being revealed by the likes...
Hub International Acquires Another Top 100 Advisory Shop
The acquisition of Raffa Financial Services, a recipient of PLANADVISER’s Top 100 recognition, by Hub International shows how leading retirement plan advisory shops will be targets for consolidation...
PCIA Announces Another Acquisition Amid Red-Hot Industry M&A
Prime Capital Investment Advisors will acquire another personal wealth-focused firm, in Financial Network Limited, after previously acquiring Sphere Wealth Management in April.
Managing Provider Relationships | Q&A
Joe DeNoyior
On his move to management at Hub and his thoughts about industry trends.
2021 M&A Lessons Learned, and What Comes Next
Many firms that have acquired established retirement plan advisory practices primarily focus on wealth management or insurance, underscoring their interest in more diversified service models and in accessing...
2021 RIA M&A Action Continues at Record Pace
Fidelity research shows nearly every month in 2021 has seen several highly recognizable adviser industry names join the ranks of sellers, with November being no exception.
The 2022 M&A Outlook: Bumper or Bust?
Experts foresee strong interest in retirement industry merger and acquisition deals continuing next year, but firms may have more difficulty...
Creative Planning Acquires Dashboard Wealth Advisors
This is Creative Planning’s second recent deal, underscoring how adviser industry M&A volume continues at a rapid pace.
NFP’s Wealthspire Acquires Private Ocean
Wealthspire’s leadership calls the acquisition “a significant opportunity to plant a flag on the West Coast and demonstrate our growing national scope.”
Creative Planning CEO Peter Mallouk on Lockton Partnership
The affinity relationship is about adding scale, Mallouk tells PLANADVISER, but equally important is the battle to secure top advisory talent for the next phase of the firms’...
M&A UPDATE: Lockton and Creative Planning Latest to Join Forces
One industry merger and acquisition expert familiar with the background of this deal says it represents a significant milestone in the broader M&A action that has been remaking...
Raymond James Rolls Out Alerts Portal and Succession Planning Platform
In addition to easing the burden of succession planning, the firm is seeking to create more efficient collaboration among financial advisers and their teams.
Managing Provider Relationships | Q&A
Kathleen Kelly
On Marsh McLennan acquiring Compass Financial Partners.
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...
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...