Tag: M&A

The financial services firm says it will keep the First Allied Securities brand name as it continues to expand its...

DWS names head of alternative investing; WTW appoints head of data intelligence; Mercer acquires $5B RIA; and more.

Hub’s recent acquisition of Tulsa-based Bridgecreek puts it over 60 acquisitions this year as it continues to build its footprint...

U.S. consumers have a growing appetite for professional financial advice, but more than half of people relying on their employer-sponsored...

The consolidation of DC plan providers may not be as much of a threat to asset managers as some have...

OneDigital’s buying spree adds up to $10 billion in additional assets under advisement this year, while CAPTRUST adds fourth deal...

Gallagher says the deal adds a financial asset management platform to meet plan sponsor demand for holistic retirement plan participant...

Private equity continues to be attracted to wealth management M&A despite the current market volatility, according to Echelon Partners’ Q3...

Platform Partners LLC to enter into partnership with JULY to extend relationships with advisers and drive strategic acquisitions.

The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s...

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...

Nearly 190 retirement plan advisory firms have been acquired in the decade since 2012, and aggregators expect a substantial number...

New Fidelity data shows the record-setting pace of mergers and acquisitions measured during 2021 continued through the first quarter of 2022, with some key caveats. 

Gallagher joins Advisor Group through its affiliation with network partner Triad Advisors.

Although the substantial market volatility seen in early 2022 has the potential to slow M&A activity, the fundamental drivers remain intact and will continue to drive future activity,...

The acquisition will bring some $80 billion in assets from across the Pensionmark network to World Insurance Associates, a national full-service insurance brokerage firm.

The appointment of Jim Dario as head of wealth management comes as SageView increases its focus on this strategic area of its business—mirroring the actions of other national...