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Captrust picks up $1.1B RIA Trutina Financial

Captrust picks up $1.1B RIA Trutina Financial
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Geoffrety-schock
Peter-campagna
Matt-myers
Wise-rhino-group
Washington-based-trutina-financial
North-carolina-based-captrust
Pacific-northwest
Wise-rhino
Monroe-vos-consulting
Aevitas-wealth-management
Omega-wealth-partners
Southern-wealth-management

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-darian
Jim-burr
Fred-barstein
Sageview-advisory-group
Retirement-advisor-university
Wise-rhino-group
Carlyle-group
Captrust-financial-advisors
Fielding-miller
Wise-rhino
Retirement-advisor
Aquiline-capital-partners

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-beach
California
United-states
San-diego
Tony-franchimone
Larry-deatherage
Peter-campagna
Wise-rhino-group
Retirement-benefits-group-san-diego
Sageview-advisory-group
Retirement-benefits-group-san
Aquiline-capital-partners

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-darian
Peter-campagna
Wise-rhino-group
Wise-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-schumm
Vince-morris
Bob-reynolds
Jerry-bramlett
John-bogle
Jerome-schlichter
Nevin-adams
Ted-murphy
Shlomo-benartzi
Richard-thaler
Mark-phillips
Vince-giovinazzo

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