Wise Rhino News Today

Carlyle is giving a cash infusion to acquisition-hungry Captrust, the latest sign that private equity is still very much interested in RIAs.

SageView acquires San Diego retirement plan consulting group RBG, which also has a growing wealth management business.

Mergers and acquisitions among retirement plan advisers have slowed and are not expected to keep pace with the robust activity of 2021 and 2022.

Fred Barstein lists the 10 people (and a few more) who are having the most impact on the 401(k) industry in 2023.

The Ascent Group adds $2.8 billion to Alera's retirement plan and RIA businesses, as well as a proprietary TAMP.

Merit Financial Advisors’ acquisition of Mersberger Financial Group adds $830 million in AUM and a new retirement plan division with $489 million in AUA.

Wise Rhino Partner Peter Campagna dicusses the future of RPA M&A transactions.

Wise Rhino CEO Dick Darian discusses the differences between RPAs and wealth management, and why RIAs are starting to use DC plans to find more clients.

There will likely be at least 70 deals for retirement adviser firms before the end of the year, according to M&A consultant Wise Rhino Group.

Will RIA and RPA worlds converge? Though registered investment advisory firms could benefit from hunting for new clients at the DC plans they manage, will they begin to acquire retirement plan adviser firms? May 12, 2021 3 MINS Most retirement plan advisers started in the wealth business, many from wirehouses. So you would think that cross-selling wealth to their retirement plan participants would come naturally to most RPAs. Yet few larger firms other than Captrust and a ...