TPA Strongpoint Partners Acquires Pension Consultancy Karel-Gordon & Associates
Illinois-based Karel-Gordon works with financial advisers to create qualified retirement plans.
Tag: Wise Rhino
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...
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...
USI Consulting Acquires Actuarial, Retirement Plan Consultancy
USI expands its actuarial and retirement capabilities with the 68-person team of Hooker & Holcombe.