Edelman Financial Engines Acquires New England Pension Plan Systems
The acquisition is the 2nd with retirement plan business in the last month and brings $1.5 billion in assets under...
Tag: mergers and acquisitions
Advisory M&A News – 12/11/23
Hub acquires Longbow Financial Services and JRP Financial Services; CAPTRUST adds Trutina Financial; Mercer Advisors announces acquisition of Paragon Wealth...
Edelman Financial Engines Acquires PRW Wealth Management
The firm is looking to sync its growing wealth management footprint to retirement managed account offerings, according to its CFO.
Advisory M&A News – 11/13/23
Hub International adds Renaissance Benefit Advisors; Wealth Enhancement Group acquires Retirement Advisory Group; Hightower announces strategic investment in Resource Consulting...
Advisory M&A News – 10/23/23
Mercer acquires Kingfisher Capital; Sequoia to add M Capital Advisors; Charles Drew Group joins UBS.
Advisory M&A News – 10/9/23
Creative Planning acquires Kistler-Tiffany Advisors; Align Wealth Management joins Edelman Financial Engines; Coldstream Wealth Management merges with two firms.
Advisory M&A News – 9/25/23
Johnson Financial Group acquires Appleton Group; Bluespring Wealth Partners announces acquisition of Christopher Street Financial; Coutant Group joins UBS.
NFP Acquires Divergent Wealth Advisors
The deal expands NFP’s wealth management and retirement capabilities, while broadening its reach in the Western U.S.
DeVoe: Advisory Dealmaking Outpacing Last Year’s Q3
The uptick comes as RIA M&A activity experienced a slowdown for the previous 12 months.
Advisory M&A
Crabbe joins Cetera Advisor Networks; Integrity acquires Invictus Marketing Solutions; R&R Wealth Management selects Commonwealth; and more.
Advisory M&A
Pensionmark adds RIA Financial Solutions; First Trust acquires Gyroscope; Atria announces purchase of Grove Point; and more.
CAPTRUST Expands Presence in South
Acquisition of Southern Wealth Management brings managing partner Dick Jones and 62 colleagues to CAPTRUST.
Advisory M&A
Hub International acquires Golden Corner Wealth Advisors; Marsh McLennan Agency adds Integrity HR Inc.; Day & Ennis joins Mercer Advisors;...
Wealth Management M&A Dips Slightly in Q2
The second quarter decline mimics similar drops in 2020 and 2022, even as the industry went on to strong dealmaking...
Advisory M&A
Heffernan announces acquisition of Barbary; Procyon Partners adds two senior advisers; WP Financial acquires Sage Financial Design.
Advisory M&A
Moneco Advisors receives minority investment; Integrated Partners creates Insurance Solutions Division; Omnia Wealth Group launches with support from LPL Financial.
Advisory M&A
Creative Planning acquires BerganKDV; Boston Hill Advisors joins Hightower; Kestra Private Wealth Services launches Destination Wealth Advisors.
Smart Acquires Managed Account Provider ProManage
Following Smart’s recent $95 million Series E funding round, the acquisition takes Smart’s global assets under management total to more...
Pensionmark Hires Compliance Head To Help With Acquisition Push
Jonathan Curley, a former RIA, will perform due diligence on firms Pensionmark is looking to acquire.
Advisory M&A
Modera Wealth Management announces acquisition of Parsec Financial; Modern Wealth Management acquires Barber Financial Group; and more.