Convergence & Advisor M&A

Voya’s Acquisition of OneAmerica: What Advisors Need to Know

By Fred Barstein / 401k News, acquisition, Benchmarking & Monitoring Fees & Partners, Change, Compensation, Convergence, Convergence & Advisor M&A, cybersecurity, DC Plan Sponsors, Fiduciary, Financial Wellness, investment, Plan Acquisition

Voya’s recent acquisition of OneAmerica’s retirement division is noteworthy, particularly due to the significantly lower price compared to previous industry acquisitions. This deal highlights the...

Key Takeaways from the 6th Annual RPA Roundtable & Think Tank

By Fred Barstein / 401k News, 6th Annual RPA Broker/Dealer Roundtable, Benchmarking & Monitoring Fees & Partners, Benchmarking Fees, Benchmarking Funds, benefit education, collaboration, Committees, Communication, Compliance, Conflict of Interest, Convergence & Advisor M&A, DOL, Economy, evolving and adapting, Fiduciary, Fiduciary, Financial Advisors, financial wellness, participation, Recordkeeping, Regs and Regulators, Retirement Committee, Retirement Plan Committee, Senior Management Engagement

At the 6th Annual RPA Broker/Dealer Roundtable held in NYC September 4 and 5, key themes centered on the convergence of wealth management and retirement...

Convergence & Advisor M&A: Shaping the Future of Wealth, Retirement, & Benefits

By Fred Barstein / 401k News, Client connection, collaboration, Communication, Convergence, Convergence & Advisor M&A, DC Plan Sponsors, evolving and adapting, Fiduciary, Financial Advice, Financial Advisors, financial literacy, Financial Wellness, innovation

The concept of convergence between wealth management, retirement planning, and workplace benefits is no longer seen as a passing trend, as indicated by a recent...

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