Deals & People January 3rd, 2023 Gallagher to Continue Push Into Retirement Advisement in 2023 Insurance powerhouse Gallagher’s pending acquisition of Buck will further its strategy of providing the full scope of financial planning to...
Deals & People December 30th, 2022 Retirement Industry People Moves OneAmerica names new CIO; Colony Group expands Boston footprint; Commonwealth Financial takes on Indiana advisory; and more.
Deals & People December 23rd, 2022 Retirement Industry People Moves CBCF Names Verity’s Otto Vice Chairman; Spinelli promoted to co-CIO at Halbert Hargrove; Gallagher acquires Retirement, HR Advisory Buck; and...
Deals & People December 16th, 2022 Retirement Industry People Moves Northern Trust makes key fund hires; Edelman Financial Engine buys California-based retirement advisory; Prime Capital Partners with PFS to enter...
In Practice December 16th, 2022 Investment Adviser M&A Activity Expected to Mellow in ’23 Expectations for RIA valuations and M&A activity reach lowest levels in five years of annual surveying by DeVoe & Company.
Deals & People December 12th, 2022 SageView Acquisitions Add to Financial Wellness-Focused Wealth Manager Push SageView CEO Randy Long discusses the firm's most recent acquisitions, and what types of advisers it will be focused on...
Deals & People December 12th, 2022 Retirement Industry People Moves Northwestern Mutual names new CFO; Lockton has a new U.S. chief counsel; HUB keeps expanding with insurance and benefit buys;...
Deals & People December 9th, 2022 Cetera Wraps First Allied into Adviser Business The financial services firm says it will keep the First Allied Securities brand name as it continues to expand its...
Deals & People December 5th, 2022 Retirement Industry People Moves DWS names head of alternative investing; WTW appoints head of data intelligence; Mercer acquires $5B RIA; and more.
Deals & People November 16th, 2022 HUB Expands Wealth Management Footprint with Purchase, On Pace for 70 Acquisitions Hub’s recent acquisition of Tulsa-based Bridgecreek puts it over 60 acquisitions this year as it continues to build its footprint...
Data & Research November 15th, 2022 53% of Savers Who Rely on Workplace Plans Don’t Work with Advisers U.S. consumers have a growing appetite for professional financial advice, but more than half of people relying on their employer-sponsored...
In Practice November 14th, 2022 Recordkeeper Consolidation Leads to Drop in Proprietary Product Share, Opening Door for Asset Managers The consolidation of DC plan providers may not be as much of a threat to asset managers as some have...
Deals & People November 3rd, 2022 OneDigital, CAPTRUST, Continue Wealth Management Acquisition Binge OneDigital’s buying spree adds up to $10 billion in additional assets under advisement this year, while CAPTRUST adds fourth deal...
Deals & People October 31st, 2022 Retirement Consultant Gallagher Buys f3’s ‘Turnkey’ Wealth Management Platform Gallagher says the deal adds a financial asset management platform to meet plan sponsor demand for holistic retirement plan participant...
Deals & People October 25th, 2022 Echelon: Investment Adviser M&A Bucks Downward Trend in Dealmaking Private equity continues to be attracted to wealth management M&A despite the current market volatility, according to Echelon Partners’ Q3...
Deals & People October 25th, 2022 Recordkeeper JULY Secures PE Financing to Drive Growth Plans, Including M&A Platform Partners LLC to enter into partnership with JULY to extend relationships with advisers and drive strategic acquisitions.
Deals & People October 19th, 2022 CAPTRUST Buys a Boston-Area Adviser Firm That Oversees $900MM in Assets The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s...
Deals & People July 28th, 2022 The ‘Why’ Behind CAPTRUST’s First 2022 Acquisition Rush Benton says the firm’s acquisition pipeline remains full of both large targets that would add significant scale and smaller...
Compliance June 6th, 2022 HUB’s $1.1B CSi Acquisition Highlights Ongoing Consolidation Given CSi’s more than 50 years in practice and integrated third-party administration business, its acquisition by HUB International shows how even the most well-established retirement advisory shops see...
Deals & People June 2nd, 2022 An M&A Update for the Second Quarter Nearly 190 retirement plan advisory firms have been acquired in the decade since 2012, and aggregators expect a substantial number...