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