Carlyle gets a stake in Captrust
Carlyle is giving a cash infusion to acquisition-hungry Captrust, the latest sign that private equity is still very much interested in RIAs.
Source: investmentnews.com
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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
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
The 10 Most Impactful People in the 401(k) Industry
Fred Barstein lists the 10 people (and a few more) who are having the most impact on the 401(k) industry in 2023.
Source: wealthmanagement.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