Beyond 401(k) / Cover Story
The Possibilities Ahead
As the plan adviser role evolves, what may the future hold?
Reported by Donna Bien-Aime
To access this premium content, please sign up for a free account!
You Might Also Like:
Advisory M&A News – 9/9/25
SEIA acquires Select Money Management; Creative Planning acquires Grassi Investment Management; Modern Wealth acquires PSF/Galloway; and more.
Cerity Partners, Graypoint Announce Merger
Daniel Nolan, Graypoint’s president and CEO, will be a partner in and vice chairman of Cerity Partners.
Madison Dearborn Buys NFP’s Wealth Business From Aon for $2.7B
The acquired businesses, expected to operate as one group moving forward, include Fiducient Advisors, Newport Private Wealth and Wealthspire Advisors.