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Business Growth Strategies

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
BY NAPA Net Staff | 1/27/2022
OneDigital Investment Advisors has made its second wealth management acquisition of the new year. According to a Jan. 27 press release, the firm has acquired the assets of HM Capital Management,... Read More
BY NAPA Net Staff | 1/26/2022
UBS has entered an agreement to purchase robo-advisor Wealthfront in an all-cash transaction valued at $1.4 billion, further broadening the firm’s reach in the U.S. among young, affluent investors,... Read More
BY Ted Godbout | 1/20/2022
According to registered investment advisors surveyed in Schwab Advisor Services’ latest Independent Advisor Outlook Study, sustained growth lies ahead for the independent advice industry. ... Read More
BY NAPA Net Staff | 1/18/2022
Further expanding its wealth management division, SageView Advisory Group in December 2021 executed definitive agreements with Capital One Investing to acquire investing client portfolios... Read More
BY NAPA Net Staff | 1/14/2022
CAPTRUST Financial Advisors has announced the addition of Portfolio Evaluations, Inc.  Based in Warren, NJ, PEI provides advice, guidance, direction and education to the fiduciaries of... Read More
BY NAPA Net Staff | 1/13/2022
OneDigital Investment Advisors has acquired the assets of Gouldin & McCarthy, LLC (G&M), a move the firm says signals strong investments in people and scale for OneDigital’s wealth management... Read More
BY NAPA Net Staff | 1/7/2022
SageView Advisory Group has announced that Channel Financial has joined the firm.  Channel Financial advises on over 130 retirement plans totaling $3.5 billion in AUA, in addition to a number... Read More
BY NAPA Net Staff | 1/7/2022
HUB International Limited began the New Year with a Maryland acquisition. The aggregator has announced the acquisition of Rockville, Maryland-based Raffa Financial Services, Inc., an insurance and... Read More
BY NAPA Net Staff | 1/6/2022
Fintech newcomer Smart has doubled the size of its U.S. team with a new managed account acquisition. Smart, which describes itself as a “global retirement technology provider that offers modular... Read More
BY NAPA Net Staff | 12/15/2021
Further boosting its retirement advisory practice, HUB International Limited (Hub) has acquired the assets of GRP Financial California, LLC, according to a Dec. 14 announcement.  ... Read More
BY Ted Godbout | 12/15/2021
As 2021 comes to a close, RIA merger and acquisition activity shows no sign of slowing down, achieving yet another milestone.  According to research from DeVoe & Company, RIA M&A... Read More
BY NAPA Net Staff | 12/7/2021
HUB International Limited (Hub) has acquired the assets of Fiducia Group.  Terms of the transaction were not disclosed. Based in Pittsburgh, Pennsylvania, Fiducia Group provides 401(k) and... Read More
BY NAPA Net Staff | 11/18/2021
Mariner Wealth Advisors announced that it will acquire Savant Investment Group, LLC, adding approximately $770 million in assets under advisement (AUA) on the heels of its summer acquisition spree.... Read More
BY Judy Ward | 11/16/2021
In her cover story in the Fall issue of NAPA Net the Magazine, Judy Ward reports on what five of the nation’s top DC wholesalers are seeing in terms of advisory practice consolidation. One... Read More
BY NAPA Net Staff | 11/11/2021
Lockton and Creative Planning are partnering to create what they call a “best-in-class advisory offering designed to serve corporate retirement plans and the plans’ participants.” The two... Read More
BY NAPA Net Staff | 11/4/2021
The current wave of recordkeeper consolidation continues, with the Nov. 3 announcement that Ascensus has entered into a definitive agreement under which Newport Group will merge with the firm.... Read More
BY NAPA Net Staff | 11/4/2021
Fintech recordkeeper Vestwell has announced plans to acquire Sumday, a subsidiary of BNY Mellon that manages and administers 529 college savings, 529A ABLE, and Secure Choice/Auto-IRA state-sponsored... Read More
BY NAPA Net Staff | 10/19/2021
Effective Sept. 30, SageView Advisory Group has acquired Michigan-based Bloomfield Hills Financial, adding $1.8 billion in assets under management. Bloomfield Hills Financial focuses on full-... Read More
BY Ted Godbout | 10/12/2021
After a record setting start to the year, M&A activity in the wealth management industry once again reached unprecedented levels in the third quarter and is on track for another record-breaking... Read More
BY NAPA Net Staff | 9/24/2021
Kansas City-based Mariner Wealth Advisors announced that it has acquired New Jersey-based FCG Advisors, adding approximately $2.7 billion in assets under advisement. The deal closed on Sept. 10.... Read More

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