Deals & People January 31st, 2024 The Standard Names New National Retirement Plan Sales Director Michael Teigland, formerly of RBC, will take the role a little more than a year after the Standard acquired Securian’s...
Practice Management January 24th, 2024 Retirement, Wealth Expected to Continue Convergence in 2024 Advisory Marsh McLennan Agency and consultancy EY foresee a further push toward financial advisers seeking to engage with workplace retirement...
Deals & People January 18th, 2024 CAPTRUST Announces 1st Wealth Acquisition of 2024 The deal comes as Echelon names CAPTRUST among the biggest acquirers of 2023.
Deals & People January 2nd, 2024 Advisory M&A News – 1/2/24 Franklin Templeton completes Putnam acquisition; Wealth Enhancement Group adds RIA Foundational Wealth Advisory.
Deals & People December 20th, 2023 Aon to Acquire NFP for $13.4B NFP will continue to operate independently, with a “connected platform” to Aon.
Deals & People December 15th, 2023 Lincoln to Shed Wealth Division With Sale to Osaic Lincoln has agreed to sell its $108 billion wealth management business to focus on workplace and insurance services and products.
Client Service December 11th, 2023 What’s Driving Heightened Plan Adviser RFPs? HR stability, along with advisory sector instability, are some of the reasons more plan sponsors are putting out adviser requests...
Deals & People December 6th, 2023 Insurer Alliant Expands Retirement Plan Footprint Alliant acquires Connecticut-based retirement plan consultancy and TPA as part of its ‘selective’ retirement acquisition strategy.
Deals & People December 4th, 2023 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...
Deals & People December 4th, 2023 Hub Lands AFS 401(k) Retirement and Wealth Advisories Advisers Alp Atabek and Alex Assaley will join Hub as retirement and wealth consolidation continues.
Deals & People November 29th, 2023 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...
Client Service November 7th, 2023 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’...
Deals & People November 6th, 2023 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.
Deals & People October 31st, 2023 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.
Deals & People October 30th, 2023 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...
Deals & People October 25th, 2023 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...
Deals & People October 23rd, 2023 Advisory M&A News – 10/23/23 Mercer acquires Kingfisher Capital; Sequoia to add M Capital Advisors; Charles Drew Group joins UBS.
Deals & People October 20th, 2023 Alera Adds More Retirement Benefit Specialists, Capabilities Firm adds Brio Benefits and a retirement plan consultant joins its Waterford Group company.
Deals & People October 4th, 2023 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.