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Plan Advisor
PE Drives Multiple Advisory M&A Records in 2025
Total Succession with Tyson Ray
Succession Isn’t Just a Sale: What Advisors Miss When They Think They’re Ready with Peter Campagna
National Association of Plan Advisors
The 10 Biggest 'Things' That Affect the Value of Your 401(k) Advisory Business
13 Emotions You Will Experience When Selling Your Advisory Business
Pensions & Investments
Retirement plan adviser firms flourish as PE interest grows
Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence
Top retirement advisers to get bigger – or die out
Wealth Management
The Ultimate Entrée For The Independent Channel
The Executive Interview Podcast
Is the Party Over for the RPA M&A Market?
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
HUB Buys Alex Assaley's AFS 401(k) Retirement Services
Captrust picks up $1.1B RIA Trutina Financial
USI Consulting Brings on DB Pension Exit Experts
Pensionmark Purchased by World Insurance
SageView Advisory acquires $5B Retirement Benefits Group
Retirement plan adviser M&A off recent highs but still robust
Inside the Deal: What Makes Retirement and Wealth M&A Stick?
Convergence Dominates the Financial Advisor M&A Market
401(k) Real Chat: Dick Darian and Peter Campagna of Wise Rhino Group
Advisory M&A
USI Consulting Group Acquires Hooker & Holcombe
OneDigital, others look to snap up regional banks' 401(k) businesses
The 10 Most Impactful People in the 401(k) Industry
Alera Acquires $2.8B The Ascent Group
Investment Adviser M&A Activity Expected to Mellow in ’23
Retirement Industry People Moves
It's Time to Get Real About 401(k) Plans
OneDigital, CAPTRUST, Continue Wealth Management Acquisition Binge
MAI Launches Retirement Unit With West Point Deal
Hub Buys Construction Industry-Focused 401k Firm Direct Advisors
Merit Gains New DC Division With Mersberger Deal
Hub Expands Retirement Presence in the Grand Canyon State
Wealth M&A Slows, but Strategic Deals Continue to Be Inked
RPA EDGE: Peter Campagna on Finding The Right Partner When Selling Your RPA Business
RPA EDGE: Dick Darian on RPA Growth Through M&A
Cybersecurity Is Everyone’s Responsibility
RPA Aggregators Are the Future of the 401(k) Industry
Hub International buys CSi Advisory Services
SageView Advisory Group Acquires $825M Retirement and Wealth Management Firm kPlans
HUB International Expands Retirement, Wealth Practice with CSi Advisory Services Addition
Has M&A Activity Finally Reached Equilibrium?
HUB Continues Hot Acquisition Streak with CSi Advisory Purchase
M&A Begins More Modestly in 2022, But Interest Still High
An M&A Update for the Second Quarter
Should RIAs Start Leveraging 401(k) Plans?
Pensionmark Acquired in Blockbuster Deal
Yahoo! Finance
World Insurance Associates Acquires Pensionmark Financial Group
The RPA Edge Podcast: Wise Rhino’s Dick Darian on Opportunities and Threats in DC Plans
Principal Marks Completion of Wells Trust and Custody Business
Cision
NFP Acquires AFS Advisors, LLC, Expanding its Retirement Business
Advisory Firm M&A Still in Early Stages: GRPAA 2022 Industry Leaders Summit
Pensions & Investments
Hub International adds Kornerstone to its stable
Captrust Acquires $107B Institutional-Focused Firm
CAPTRUST Makes Portfolio Evaluations Its First Acquisition of 2022
2022 M&A Action Picks Up Steam With Latest NFP Acquisition
Creative Planning Acquires Berno Financial Management
Hub Sheridan Road’s Daniel Bryant Joins Private Equity Firm
Another Record-Breaking Year for RIA M&A Activity
2021 M&A Lessons Learned, and What Comes Next
Creative Planning to Buy Lockton’s Retirement Business
Climate Change: Why Red-Hot 401(k) M&A is About to Get Hotter
Do RPAs need wealth management to survive?
9 Advisor Challenges That Make the Case for Consolidation: GRPAA Conference
Retirement advisory firms must adapt or face attrition
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
Consolidation of the defined-contribution market
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