Adviser Product Partnerships
Lincoln Financial expands employer wellness offers to student debt management; Docupace brings new productivity toolkit for advisers; digital bank Green...
Tag: M&A
Gallagher to Continue Push Into Retirement Advisement in 2023
Insurance powerhouse Gallagher’s pending acquisition of Buck will further its strategy of providing the full scope of financial planning to...
Retirement Industry People Moves
OneAmerica names new CIO; Colony Group expands Boston footprint; Commonwealth Financial takes on Indiana advisory; and more.
Retirement Industry People Moves
CBCF Names Verity’s Otto Vice Chairman; Spinelli promoted to co-CIO at Halbert Hargrove; Gallagher acquires Retirement, HR Advisory Buck; and...
Retirement Industry People Moves
Northern Trust makes key fund hires; Edelman Financial Engine buys California-based retirement advisory; Prime Capital Partners with PFS to enter...
Investment Adviser M&A Activity Expected to Mellow in ’23
Expectations for RIA valuations and M&A activity reach lowest levels in five years of annual surveying by DeVoe & Company.
SageView Acquisitions Add to Financial Wellness-Focused Wealth Manager Push
SageView CEO Randy Long discusses the firm's most recent acquisitions, and what types of advisers it will be focused on...
Retirement Industry People Moves
Northwestern Mutual names new CFO; Lockton has a new U.S. chief counsel; HUB keeps expanding with insurance and benefit buys;...
Cetera Wraps First Allied into Adviser Business
The financial services firm says it will keep the First Allied Securities brand name as it continues to expand its...
Retirement Industry People Moves
DWS names head of alternative investing; WTW appoints head of data intelligence; Mercer acquires $5B RIA; and more.
HUB Expands Wealth Management Footprint with Purchase, On Pace for 70 Acquisitions
Hub’s recent acquisition of Tulsa-based Bridgecreek puts it over 60 acquisitions this year as it continues to build its footprint...
53% of Savers Who Rely on Workplace Plans Don’t Work with Advisers
U.S. consumers have a growing appetite for professional financial advice, but more than half of people relying on their employer-sponsored...
Recordkeeper Consolidation Leads to Drop in Proprietary Product Share, Opening Door for Asset Managers
The consolidation of DC plan providers may not be as much of a threat to asset managers as some have...
OneDigital, CAPTRUST, Continue Wealth Management Acquisition Binge
OneDigital’s buying spree adds up to $10 billion in additional assets under advisement this year, while CAPTRUST adds fourth deal...
Retirement Consultant Gallagher Buys f3’s ‘Turnkey’ Wealth Management Platform
Gallagher says the deal adds a financial asset management platform to meet plan sponsor demand for holistic retirement plan participant...
Echelon: Investment Adviser M&A Bucks Downward Trend in Dealmaking
Private equity continues to be attracted to wealth management M&A despite the current market volatility, according to Echelon Partners’ Q3...
Recordkeeper JULY Secures PE Financing to Drive Growth Plans, Including M&A
Platform Partners LLC to enter into partnership with JULY to extend relationships with advisers and drive strategic acquisitions.
CAPTRUST Buys a Boston-Area Adviser Firm That Oversees $900MM in Assets
The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s...
The ‘Why’ Behind CAPTRUST’s First 2022 Acquisition
Rush Benton says the firm’s acquisition pipeline remains full of both large targets that would add significant scale and smaller...
HUB’s $1.1B CSi Acquisition Highlights Ongoing Consolidation
Given CSi’s more than 50 years in practice and integrated third-party administration business, its acquisition by HUB International shows how even the most well-established retirement advisory shops see...