Tag: mergers and acquisitions

The deal, expected to close in 2025, aims to combine NEPC's institutional investment, research and OCIO capabilities with Hightower’s rapidly...

Recordkeeper and wealth manager adds equity compensation administration and management with latest acquisition.

Deal will bring Voya more than $60 billion in AUA and new capabilities including employee stock ownership plans.

Mercer parent Marsh McLennan acquires Cardano to expand retirement business across the Atlantic.

Deal will bring Principal's market representation to more than 2,000 ESOP plans and about 765,000 participants.

Ascensus says the deal for the individual 401(k), Multi-SEP, and SIMPLE IRA plans should be complete in Q3 2024.

Purchase will bring in-house Mutual of Omaha's 401(k) business, to which it had provided outsourced services for years. 

San Francisco-based Woodruff Sawyer enters the pooled employer plan market, seeking to attract startup plans through the firm’s private equity...

The two firms will operate independently, with a “connected platform” linking NFP to Aon.

Joe Urwitz joins Crowell & Moring; Cognizant announces Dalal as CFP; Advisor360 appoints Fanning to board of directors.

Alternative asset manager KKR is plotting an additional $1 billion investment to bolster USI’s long-term growth.

The move adds student loan related tools such as employee payment management and debt refinancing to the digital 401(k) providers...

Nava and Nielsen Benefits Group plan to make cost-effective health care more accessible for small and midsize employers.

The CEO will stay at Great-West Lifeco with part of his focus on the firm's ongoing relationship with Franklin Templeton...

Great-West, parent of Empower, will shed its asset management division but gain a 6.2% stake in Franklin.

Smart’s global assets under management soar to more than $10 billion following its recent $95 million Series E funding round. 

After acquiring the Wilmington Trust CIT division from M&T Bank, new owners Madison Dearborn Partners opt for rebrand. 

A former RIA founder, Curley will manage global financial services strategy.

The retirement consultancy brings on actuarial expertise with acquisition of Hooker & Holcombe.

The Standard entered into the definitive agreement to grow its geographical footprint.