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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 , Column Capital , Normann 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 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 , Creative 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 Beach , 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 , Consulting Teams , Wise 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 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 , Fred Reish , Charlie Nelson , Phyllis Borzi , Ted Benna , Brian Graff , Peter Mallouk , Joe Denoyior , Rob Barnett , Don Trone , Spencer Williams , Dick Darian , Marcia Wagner , Charlie Ruffel , Retirement Research Council ,