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Captrust picks up $1 1B RIA Trutina Financial

Captrust picks up $1 1B RIA Trutina Financial
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

Geoffrety schockPeter campagnaMatt myersWise rhino groupWashington based trutina financialNorth carolina based captrustPacific northwestWise rhinoMonroe vos consultingAevitas wealth managementOmega wealth partnersSouthern wealth managementColumn capitalNormann financial

Carlyle gets a stake in Captrust

Carlyle is giving a cash infusion to acquisition-hungry Captrust, the latest sign that private equity is still very much interested in RIAs.

Dick darianJim burrFred barsteinSageview advisory groupRetirement advisor universityWise rhino groupCarlyle groupCaptrust financial advisorsFielding millerWise rhinoRetirement advisorAquiline capital partnersCreative planning

SageView Advisory Group acquires $5B AUA Retirement Benefits Group

SageView acquires San Diego retirement plan consulting group RBG, which also has a growing wealth management business.

Newport beachUnited statesSan diegoTony franchimoneLarry deatheragePeter campagnaWise rhino groupRetirement benefits group san diegoSageview advisory groupRetirement benefits group sanAquiline capital partnersConsulting teamsWise rhino

Retirement plan adviser M&A off recent highs but still robust

Mergers and acquisitions among retirement plan advisers have slowed and are not expected to keep pace with the robust activity of 2021 and 2022.

Dick darianPeter campagnaWise rhino groupWise rhino

The 10 Most Impactful People in the 401(k) Industry

Fred Barstein lists the 10 people (and a few more) who are having the most impact on the 401(k) industry in 2023.

Aaron schummVince morrisBob reynoldsJerry bramlettJohn bogleJerome schlichterNevin adamsTed murphyShlomo benartziRichard thalerMark phillipsVince giovinazzoFred reishCharlie nelsonPhyllis borziTed benna

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