SageView Advisory Group acquires $5B AUA Retirement Benefits Group
SageView acquires San Diego retirement plan consulting group RBG, which also has a growing wealth management business.
Source: investmentnews.com
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Retirement plan adviser M&A off recent highs but still robust
Mergers and acquisitions among retirement plan advisers have slowed and are not expected to keep pace with the robust activity of 2021 and 2022.
Source: pionline.com
401(k) Real Chat: Dick Darian and Peter Campagna of Wise Rhino Group
Retirement industry thought leaders answer three probing questions on critical issues, providing an open, honest and candid dialogue.
Source: wealthmanagement.com
Retirement Needs Are Forcing Wealth, RPA & Benefits Advisors to Adapt
But most wealth, retirement plan and benefits advisors are still stuck in silos and old business models.
Source: wealthmanagement.com
USI Consulting continues acquisitions with purchase of Hooker & Holcombe
Retirement plan consulting firm USI Consulting Group acquired rival Hooker & Holcombe.
Source: pionline.com
USI Consulting Brings on DB Pension Exit Experts
The retirement consultancy brings on actuarial expertise with acquisition of Hooker & Holcombe.
United States Hooker Holcombe Peter Campagna Usi Consulting Group Consulting Group Hooker Holcombe Inc
Source: plansponsor.com
USI Consulting Group acquires retirement plan provider Hooker & Holcombe
Retirement plan provider Hooker & Holcombe announced Monday that it has been acquired by USI Consulting.
Source: investmentnews.com
Alera Acquires $2.8B The Ascent Group
The Ascent Group adds $2.8 billion to Alera's retirement plan and RIA businesses, as well as a proprietary TAMP.
Source: wealthmanagement.com
Merit Gains New DC Division with Mersberger Deal
Merit Financial Advisors’ acquisition of Mersberger Financial Group adds $830 million in AUM and a new retirement plan division with $489 million in AUA.
Source: wealthmanagement.com
Hub International Adds $2.3B RIA WealthPlan | Wealth Management
Hub International's latest acquisition will continue its Southwest expansion.
Source: wealthmanagement.com