Tag: Wealthspire

Deals & People

September 3rd, 2025

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.

Products

November 8th, 2023

Product Partnerships – 11/8/23

Pontera, Wealthspire expand 401(k) capabilities; Snappy Kraken marketing system now available for LPL Financial Advisors; Valley Bank partners with FusionIQ...

Deals & People

October 2nd, 2023

Advisory M&A News – 10/2/23

DPL Financial Partners acquires AnnuityFix; Wealthspire Advisors to acquire GM Advisory Group; Carson Group adds FAI Wealth Management; and more.

Events Spotlight

November 2– 5, 2025
The Westin Kierland, Scottsdale, AZ
The retirement plan advisory industry continues to evolve, both in business structure and in the services provided to sponsors and participants. Advisers need insights and resources to aid them in keeping themselves and their practices relevant. PLANADVISER 360 is a comprehensive, interactive event that provides just those opportunities, all while bringing advisers to a beautiful resort to golf, enjoy the outdoors, swim and spend time with peers.