Vanguard and Ascensus have announced a major deal that could potentially shake up the small-business retirement plan market.
According to the April 16 announcement, Ascensus has entered into a... Read More
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Service Providers
BY Ted Godbout | 4/8/2024
Fintech provider Pontera has announced the hiring of three leaders with nearly 70 years combined experience in the defined contribution (DC) plan industry to oversee a new DC Partnerships Team.... Read More
BY Ted Godbout | 4/1/2024
Investment consulting firm NEPC announced that Mikaylee O’Connor has joined the firm as Principal, Head of Defined Contribution (DC) Solutions.
O’Connor’s appointment became effective April 1,... Read More
BY Ted Godbout | 3/29/2024
Retirement plan provider Equitable, principal franchise of Equitable Holdings, announced changes to its leadership ranks this week, promoting industry veterans from within the company.
Jim Kais... Read More
BY Ted Godbout | 3/28/2024
Recordkeeper consolidation continues, as Ascensus and Mutual of Omaha have reached a definitive agreement where the retirement plan administrator will acquire Mutual of Omaha... Read More
BY NAPA Net Staff | 2/14/2024
BPAS, a national provider of retirement plans, benefit plans, fund administration and institutional trust services, completed its acquisition of East Meadow, NY-based Creative Plan Designs, Ltd.,... Read More
BY NAPA Net Staff | 2/13/2024
In further broadening its network, LPL Financial Holdings, along with its subsidiaries, announced that it has entered into a definitive agreement to acquire New York-based wealth management holding... Read More
BY NAPA Net Staff | 2/8/2024
Company veterans Kevin Collins and Francisco Negrón will take on new positions at T. Rowe Price, leading the firm's businesses serving the U.S. intermediary and retirement plan services... Read More
BY NAPA Net Staff | 2/2/2024
Mariner Wealth Advisors, the Overland Park, Kan.-based national wealth advisory firm, on Feb. 1 announced that it will be acquiring two new advisory firms in a massive deal expected to boost its... Read More
BY NAPA Net Staff | 2/1/2024
OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital, on Jan. 31 announced the addition of WealthSource Partners, expanding the firm’s... Read More
BY NAPA Net Staff | 1/30/2024
Two major developments supporting the growth and advancement of defined contribution (DC) advisors were announced by the firm on Jan. 30.
First, in recognizing the convergence of wealth and DC... Read More
BY NAPA Net Staff | 1/11/2024
Greg Wilson will join the Client Solutions Group and become head of Retirement for Asset & Wealth Management (AWM), according to an announcement by the firm.
In this role, Wilson will be... Read More
BY Ted Godbout | 1/8/2024
The Berwyn, PA-based firm announced Jan. 8 that, after more than two decades with the company, founder and CEO Bill Crager has made the decision to resign from his role as CEO and transition into a... Read More
BY NAPA Net Staff | 1/4/2024
Hub International Limited kicked off the new year by further enhancing its retirement and wealth management services in Florida with its latest acquisition.
According to the Jan. 4 announcement,... Read More
BY NAPA Net Staff | 1/3/2024
The independent, fee-only investment adviser didn’t take too kindly to a story in The Wall Street Journal claiming that the firm was in talks to be acquired.
The article first posted Jan. 2 by the... Read More
BY NAPA Net Staff | 1/2/2024
Mariner Wealth Advisors, the Overland Park, Kan.-based national wealth advisory firm, announced that it has expanded its presence in California by acquiring Sacramento-based Confluence Financial... Read More
BY NAPA Net Staff | 12/20/2023
Another major industry acquisition was announced on Wednesday with news that Aon will buy NFP. Aon will pay $13.4 billion ($7 billion in cash and $6.4 billion in stock).
The acquisition reportedly... Read More
BY Ted Godbout | 12/15/2023
Wealth management firm Osaic announced that it has entered into a definitive agreement to acquire Lincoln Financial’s wealth management business, including all ownership interests in the Lincoln... Read More
BY NAPA Net Staff | 12/12/2023
Independent financial services firm Alera Group announced that it has acquired the Fraser Group, a retirement plan consulting practice led by George Fraser.
Fraser and his Scottsdale, AZ-based... Read More
BY NAPA Net Staff | 11/6/2023
HUB International Limited (HUB) continues full steam ahead with its M&A activities, acquiring two more firms to expand its geographic footprint and strengthen industry and product expertise.... Read More
BY NAPA Net Staff | 10/31/2023
Independent wealth management firm Creative Planning announced that it has acquired Mesirow's corporate retirement advisory services team, although the terms of the deal were not disclosed.... Read More
BY Nevin E. Adams, JD | 10/17/2023
It might not have made it to your calendar, but today happens to be National TPA Day.
The timing is no accident—yesterday would have been for many calendar-year ERISA plans the (extended)... Read More
BY NAPA Net Staff | 9/21/2023
NFP announced that it has acquired South Jordan, Utah-based Divergent Wealth Advisors, LLC, expanding the firm’s wealth management and retirement capabilities, and broadening its reach in the West... Read More
BY Ted Godbout | 9/11/2023
In further consolidation of the wealth management space, Dallas-based financial planning and wealth management firm Avantax has entered into a definitive agreement to be acquired by Cetera Holdings,... Read More
BY NAPA Net Staff | 8/29/2023
World Insurance Associates has entered into an agreement to purchase Waukesha, Wisconsin-based Financial Solutions, adding to the World financial services division led by Pensionmark CEO Troy Hammond... Read More
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