National Association of Plan Advisors

The 10 Biggest 'Things' That Affect the Value of Your 401(k) Advisory Business

National Association of Plan Advisors

13 Emotions You Will Experience When Selling Your Advisory Business 

Pensions & Investments

Retirement plan adviser firms flourish as PE interest grows

Plan Advisor

Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence

Pensions & Investments

Top retirement advisers to get bigger – or die out

Wealth Management

The Ultimate Entrée For The Independent Channel

Plan Advisor

Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence

National Association of Plan Advisors

The Executive Interview Podcast

Wealth Management

Is the Party Over for the RPA M&A Market?

Plan Advisor

SageView CEO Long to Step Aside as Firm Pushes Further into Wealth Management

Investment News

Creative Planning picks up Lockton’s U.S. retirement business

PlanSponsor

What This Year’s RFPs Will Look Like

401K Specialist

A Big Deal: AFS Acquired by HUB

National Association of Plan Advisors

HUB Buys Alex Assaley's AFS 401(k) Retirement Services

Investment News

Captrust picks up $1.1B RIA Trutina Financial

PlanSponsor

USI Consulting Brings on DB Pension Exit Experts

National Association of Plan Advisors

Pensionmark Purchased by World Insurance

Investment News

SageView Advisory acquires $5B Retirement Benefits Group

Pensions & Investments

Retirement plan adviser M&A off recent highs but still robust

Plan Advisor

Inside the Deal: What Makes Retirement and Wealth M&A Stick?

Wealth Management

​Convergence Dominates the Financial Advisor M&A Market

Wealth Management

401(k) Real Chat: Dick Darian and Peter Campagna of Wise Rhino Group

Plan Advisor

Advisory M&A

Wealth Management

USI Consulting Group Acquires Hooker & Holcombe

Pensions & Investments

OneDigital, others look to snap up regional banks' 401(k) businesses

Wealth Management

The 10 Most Impactful People in the 401(k) Industry

Wealth Management

Alera Acquires $2.8B The Ascent Group

Plan Advisor

Investment Adviser M&A Activity Expected to Mellow in ’23

Plan Advisor

Retirement Industry People Moves

Wealth Management

It's Time to Get Real About 401(k) Plans

Plan Advisor

OneDigital, CAPTRUST, Continue Wealth Management Acquisition Binge

Wealth Management

MAI Launches Retirement Unit With West Point Deal

Plan Advisor

Retirement Industry People Moves

401K Specialist

Hub Buys Construction Industry-Focused 401k Firm Direct Advisors

Wealth Management

Merit Gains New DC Division With Mersberger Deal

National Association of Plan Advisors

Hub Expands Retirement Presence in the Grand Canyon State

Plan Advisor

Wealth M&A Slows, but Strategic Deals Continue to Be Inked

Wealth Management

RPA EDGE: Peter Campagna on Finding The Right Partner When Selling Your RPA Business

Wealth Management

RPA EDGE: Dick Darian on RPA Growth Through M&A

Plan Advisor

Cybersecurity Is Everyone’s Responsibility

Plan Advisor

Retirement Industry People Moves

Wealth Management

RPA Aggregators Are the Future of the 401(k) Industry

Pensions & Investments

Hub International buys CSi Advisory Services

Wealth Management

SageView Advisory Group Acquires $825M Retirement and Wealth Management Firm kPlans

Wealth Management

HUB International Expands Retirement, Wealth Practice with CSi Advisory Services Addition

National Association of Plan Advisors

Has M&A Activity Finally Reached Equilibrium?

401K Specialist

HUB Continues Hot Acquisition Streak with CSi Advisory Purchase

National Association of Plan Advisors

M&A Begins More Modestly in 2022, But Interest Still High

Plan Advisor

An M&A Update for the Second Quarter

Wealth Management

Should RIAs Start Leveraging 401(k) Plans?

401K Specialist

Pensionmark Acquired in Blockbuster Deal

Yahoo! Finance

World Insurance Associates Acquires Pensionmark Financial Group

Wealth Management

The RPA Edge Podcast: Wise Rhino’s Dick Darian on Opportunities and Threats in DC Plans

Plan Advisor

Principal Marks Completion of Wells Trust and Custody Business

PlanSponsor

Retirement Industry People Moves

Cision

NFP Acquires AFS Advisors, LLC, Expanding its Retirement Business

401K Specialist

Advisory Firm M&A Still in Early Stages: GRPAA 2022 Industry Leaders Summit

​Pensions & Investments

Hub International adds Kornerstone to its stable

Wealth Management

Captrust Acquires $107B Institutional-Focused Firm

Plan Advisor

CAPTRUST Makes Portfolio Evaluations Its First Acquisition of 2022

Plan Advisor

2022 M&A Action Picks Up Steam With Latest NFP Acquisition

Plan Advisor

​Creative Planning Acquires Berno Financial Management

401K Specialist

Hub Sheridan Road’s Daniel Bryant Joins Private Equity Firm

National Association of Plan Advisors

Another Record-Breaking Year for RIA M&A Activity

Plan Advisor

2021 M&A Lessons Learned, and What Comes Next

401K Specialist

Creative Planning to Buy Lockton’s Retirement Business

401K Specialist

Climate Change: Why Red-Hot 401(k) M&A is About to Get Hotter

Investment News

Do RPAs need wealth management to survive?

401K Specialist

9 Advisor Challenges That Make the Case for Consolidation: GRPAA Conference

Investment News

Retirement advisory firms must adapt or face attrition

401K Specialist

401k Firm Merger Mania Will Continue: M&A Expert Darian

The Spark Institute, Inc. 

An Industry Transition - SPARK Forum Presentation 2019

401(k) Fridays

The Business of Being In The 401(k) Business: Gazing Into The Future

Investment News

Consolidation of the defined-contribution market