Deals & People September 18th, 2023 Advisory M&A Crabbe joins Cetera Advisor Networks; Integrity acquires Invictus Marketing Solutions; R&R Wealth Management selects Commonwealth; and more.
Deals & People September 5th, 2023 Advisory M&A Pensionmark adds RIA Financial Solutions; First Trust acquires Gyroscope; Atria announces purchase of Grove Point; and more.
Deals & People July 13th, 2023 CAPTRUST Expands Presence in South Acquisition of Southern Wealth Management brings managing partner Dick Jones and 62 colleagues to CAPTRUST.
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;...
Data & Research July 10th, 2023 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...
Deals & People July 3rd, 2023 Advisory M&A Heffernan announces acquisition of Barbary; Procyon Partners adds two senior advisers; WP Financial acquires Sage Financial Design.
Deals & People June 26th, 2023 Advisory M&A Moneco Advisors receives minority investment; Integrated Partners creates Insurance Solutions Division; Omnia Wealth Group launches with support from LPL Financial.
Deals & People June 12th, 2023 Advisory M&A Creative Planning acquires BerganKDV; Boston Hill Advisors joins Hightower; Kestra Private Wealth Services launches Destination Wealth Advisors.
Deals & People May 31st, 2023 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...
Deals & People May 1st, 2023 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.
Deals & People May 1st, 2023 Advisory M&A Modera Wealth Management announces acquisition of Parsec Financial; Modern Wealth Management acquires Barber Financial Group; and more.
Deals & People April 24th, 2023 Advisory M&A Atria Wealth Solutions acquires Grove Point Financial; Pensionmark welcomes Xponential Growth Solutions; and more.
Deals & People April 11th, 2023 OneDigital Acquires Huntington Bank’s $5.6B Retirement Advisory Business The retirement and investing aggregator will bring on Huntington’s 1,300 employees focused on workplace savings plans.
Deals & People April 3rd, 2023 Advisory M&A July acquires Turning Point Associates; Cetera Announces Acquisition and 2 Strategic Relationships; Easy Street Insurance Joins Integrity; and more.
Deals & People March 27th, 2023 Advisory M&A Securian Financial Subsidiary acquires Enspire; Pontera and AssetBook intergrate; Wealthspire Advisors acquires Heron Wealth; and more.
Deals & People March 21st, 2023 Advisory M&A OneDigital acquires 401K Resources, Clear Group; Itheric Wealth Advisors joins Sanctuary Wealth; and more.
Beyond 401(k) / Cover Story The Possibilities Ahead As the plan adviser role evolves, what may the future hold?
Deals & People October 18th, 2022 The Standard Plans to Purchase Recordkeeping Business from Securian The combined retirement recordkeeping businesses will operate under The Standard brand.
MODERN INVESTMENT MENU / BACK OFFICE A Collective Effort Central office investment leaders talk through their process.