Tag: M&A

The leading 401(k) managed account provider continues to build out its wealth planning footprint with acquisition of $453 million Soundmark.

Rush Benton, who worked on more than 40 wealth management-focused deals, will be leaving to start his own business.

Both firms made additions to expand their respective retirement plan and wealth management footprints in the state.

Retirement services provider will add $3.9B in assets after providing outsourced recordkeeping to retirement division for years.

The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to...

The advisory announced two C-suite hires to prepare for the “next stage of growth strategy.”

Marc Cordover, Mercer’s US investments and retirement leader, will lead the newly acquired division. 

The retirement head from acquisition Beltz Ianni & Associates notes a desire to grow the firm with Modern Wealth’s additional...

The third installment of Planadviser In-Depth’s series on the 401(k) market considers the various ways recordkeepers are looking to evolve.

The second story in PLANADVISER In-Depth’s series on the 401(k) market considers the convergence of retirement planning and wealth management—a...

OneDigital pens deal for $2.6B retirement plan advisory from Wintrust Financial; Curio Wealth created from Bay Point; and Berger makes...

LPL will pay $805 million upfront for the acquisition through a combination of cash and debt; it expects to close...

Former Goldman wealth adviser creates RIA for business owners; Private Advisor Group adds $120M firm; and CBIZ bolsters tax and...

Mariner Wealth Adds $104B in Institutional AUA; Heffernan makes Florida acquisition; OneDigital adds WealthSource with advisers in 9 states; and...

Company sees strong M&A pipeline on the heels of announcing its NFP acquisition.

Michael Teigland, formerly of RBC, will take the role a little more than a year after the Standard acquired Securian’s...

Advisory Marsh McLennan Agency and consultancy EY foresee a further push toward financial advisers seeking to engage with workplace retirement...

The deal comes as Echelon names CAPTRUST among the biggest acquirers of 2023.

Franklin Templeton completes Putnam acquisition; Wealth Enhancement Group adds RIA Foundational Wealth Advisory.

NFP will continue to operate independently, with a “connected platform” to Aon.