After reaching an all-time high in the last quarter of 2021, total wealth management M&A activity decreased for the second straight quarter in 2022, according to boutique investment bank ECHELON... Read More
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Business Growth Strategies
BY NAPA Net Staff | 7/15/2022
Alera Group, a national insurance and wealth services firm, has acquired DFG 401(k) Advisors, an independent qualified retirement plan services company.
Based in Phoenix, AZ, DFG 401(k) Advisors... Read More
BY NAPA Net Staff | 7/11/2022
HUB International Limited has acquired the assets of Heritage Wealth Management Group, LLC.
Located in Moon Township, PA, Heritage Wealth Management Group is an independent financial services firm... Read More
BY NAPA Net Staff | 7/5/2022
HUB International Limited has hired financial advisor Lee V. Bethel, CLU®, ChFC®, REBC®, RHU®, ChHC®, CAP®, AIF®, CPFA, CASL®, C(k)P®, President of Comprehensive Benefit Services, Inc. and acquired... Read More
BY NAPA Net Staff | 6/30/2022
SageView Advisory Group has announced the expansion of its Pacific Northwest presence with a new office in Seattle.
The Seattle office will be led by SageView Managing Director Jon Chambers and... Read More
BY NAPA Net Staff | 6/23/2022
Morgan Stanley at Work announced June 22 that it plans to purchase nonqualified deferred compensation plan provider American Financial Systems (AFS), adding to the firm’s spectrum of... Read More
BY NAPA Net Staff | 6/9/2022
The SageView Advisory Group announced June 8 that Valencia, California-based kPlans Investment Services Inc. has joined the firm.
With $825 million in assets under advisement, kPlans offers... Read More
BY NAPA Net Staff | 6/6/2022
After a fifth consecutive year of record retirement advisory firm M&A activity, could the industry be taking a breather?
In fairness, things have been running at a fast pace, with 2021’s pace... Read More
BY NAPA Net Staff | 6/6/2022
OneDigital Investment Advisors has just announced its fifth transaction in five months.
According to a press release, OneDigital has acquired TimeScale Financial, a Danvers, MA-based... Read More
BY NAPA Net Staff | 6/6/2022
HUB International Limited (Hub) announced June 6 that it has acquired the assets of CSi Advisory Services, LLC, further expanding the reach of its retirement and wealth advisory services.... Read More
BY David Levine, JD | 6/1/2022
Over the past several years, two trends have dominated the retirement services industry. First, mergers—whether among advisors, recordkeepers or other service providers—have become an almost daily... Read More
BY NAPA Net Staff | 6/1/2022
Envestnet announced that it has acquired 401kplans.com, a digital 401(k) retirement plan marketplace that provides a more efficient way for advisors to incorporate retirement plan servicing into... Read More
BY NAPA Net Staff | 5/18/2022
Continuing its nationwide expansion, Mariner Wealth Advisors has announced that will acquire Bloomfield Hills, MI-based Emerson Wealth, LLC, adding approximately $612 million in AUM to its books.... Read More
BY Ted Godbout | 4/21/2022
RIA merger and acquisition activity started the year strong, but deceleration in activity and global events have created questions about future expectations, DeVoe & Company says in its... Read More
BY NAPA Net Staff | 4/8/2022
HUB International Limited continues to bolster its retirement plan capabilities with the April 6 announcement that it has acquired the assets of 401(k) Advisors located in Wilmette, IL.
With $1.3... Read More
BY NAPA Net Staff | 3/17/2022
World Insurance Associates LLC has entered into an agreement to acquire Pensionmark Financial Group, a retirement and financial planning RIA with more than $80 billion in assets and 65 locations... Read More
BY Ted Godbout | 3/15/2022
While apprehension about automation is pervasive throughout the industry, a recent Vanguard study of investors should put financial advisors at ease.
In “Quantifying the investor’s view on the... Read More
BY NAPA Net Staff | 3/7/2022
HUB International Limited has acquired Louisville, Kentucky-based Taylor Advisors, Inc.
Taylor Advisors specializes in financial consulting and investment advisory services for... Read More
BY Nevin E. Adams, JD | 2/28/2022
A new partnership stands to revolutionize the traditional focus on retirement accumulation with some old-fashioned concepts of education and advice empowered by new technology.
One need look no... Read More
BY NAPA Net Staff | 2/24/2022
OneDigital continues to build its wealth management and benefits capabilities in the Middle Atlantic.
On Feb. 24, OneDigital Investment Advisors, a wholly owned subsidiary of... Read More
BY NAPA Net Staff | 2/15/2022
OneDigital Investment Advisors has announced its third wealth management acquisition of 2022.
According to a press release, OneDigital has acquired the assets of Generations Wealth Planning, LLC (... Read More
BY NAPA Net Staff | 2/15/2022
Mariner Wealth Advisors has announced that it will purchase Florida-based Arbor Wealth Management, adding approximately $527 million in AUA.
After closing 14 acquisitions in 2021, the Arbor... Read More
BY Ted Godbout | 2/3/2022
Continuing a trend that emerged in 2020 and accelerated in 2021, large, pure play wealth managers are expected to continue being a major force for M&A activity in the retirement plan space,... Read More
BY Ted Godbout | 2/2/2022
Most independent advisors report satisfaction with their technology capabilities, but they still see opportunities for improved technology to better meet their practice goals.
According to... Read More
BY NAPA Net Staff | 2/2/2022
HUB International Limited has acquired the assets of Kornerstone, Inc.
Located in Chico, CA, Kornerstone provides individuals and corporations with custom financial plans and investment... Read More
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