In Practice April 29th, 2024 Advisers Giving Back: Lisa Buffington This plan adviser encourages peers to join her in teaching financial education and know-how to students of all backgrounds and...
Deals & People February 26th, 2024 Advisory M&A News – 2/26/24 The Retirement Planning Group acquires Dightman Capital Group; Marsh McLennan Agency to acquire Querbes & Nelson and Louisiana Companies; and...
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...
Client Service August 22nd, 2023 Retirement Plan Limits to Rise in 2024, Mercer Projects Almost all retirement plan limits will increase, with the exception of catch-up contributions, according to the benefits consultancy.
Deals & People July 10th, 2023 Advisory M&A Hub International acquires Golden Corner Wealth Advisors; Marsh McLennan Agency adds Integrity HR Inc.; Day & Ennis joins Mercer Advisors;...
Products June 6th, 2023 Marsh McLennan Agency Adds IRA Offering for ‘Main Street’ Retirement and wealth head discusses the firm’s IRALogix-backed offering to extend further into wealth management solutions for participants.
Deals & People June 17th, 2021 DOJ Sues to Block Aon/Willis Towers Watson ‘Oligopoly’ The Department of Justice says Aon’s acquisition ‘would create a broking behemoth,’ breaking apart the ‘Big Three’ insurance brokers.