Advisory M&A News – 6/17/24
Summit Financial adds SRM Private Wealth; Cetera Financial Group welcomes North Ridge Wealth Planning; Adam Udy Group opens office in...
Tag: retirement plan mergers and acquisitions
Advisory M&A
Atria Wealth brings on team from Flagstar; Mercer Advisors acquires RMR Wealth Advisors; BG Group joins UBS; and more.
The Inside Take: CAPTRUST’s Cammack Acquisition
With the acquisition of Cammack’s $154 billion book of business, CAPTRUST now reports assets in excess of $600 billion; one...
Retirement Industry People Moves
Beacon Pointe Advisors names CIO; Asset-Map partners with Cambridge Investment Research; VALIC appoints new business development vice president; and more.
Participant Fails to Show Harm in Retirement Plans Acquisition
After the plaintiff’s employment at Siemens concluded, Siemens sold one of its business divisions to Sivantos, Inc., and as part of the sale, Siemens transferred to Sivantos the...