Deals & People October 24th, 2024 US Retirement & Benefits Partners Acquires Pension Planning Consultants In an additional sign of further retirement, benefits and wealth consolidation, Alera Group acquired Berkshire Fairfield Insurance Agency and Scarafoni...
Deals & People March 27th, 2024 Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to...
Deals & People May 1st, 2023 USI Consulting Acquires Actuarial, Retirement Plan Consultancy USI expands its actuarial and retirement capabilities with the 68-person team of Hooker & Holcombe.