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Increasing participant offerings and promoting engagement could be a powerful step toward helping participants achieve their financial goals.
Together, the two major human capital software companies are worth $22 billion.
Seniors choosing between traditional and Roth IRAs must account for their current and future tax rates.
With the addition, Betterworks will provide employers with feedback from employees to improve retention and engagement.
OneDigital’s acquisition of Resources Investment Advisors shows a convergence between two major spaces within financial services.
After developing a plan to cover their bills and emergency expenses, clients in a new marriage are advised to start working on their long-term goals.
With its appointment of Martine Lellis, one of the largest and most-acquisitive RIAs ups its leadership ranks to almost 40% women.
“Tackling student debt is vital today if we hope to set employees up for long-term financial success,” says Scott Whatley, president of E-Trade.
The deal allows the company to capitalize on a benefit that is growing in popularity.
Employees are prioritizing debt repayment over other financial goals.
The insurance technology company says the acquisition will significantly expand its existing data services division.
Agency M&A activity shows no signs of slowing down, with 490 reported transactions so far this year.
This marks the firm’s 77th deal since its inception in 2017.
A total of 665 transactions have closed in the past 12 months alone, according to new data.
Interest on the buy side and an inventory of potential sellers is keeping acquisition activity high in the space.
The deal marks the fifth for the tech company since it went independent in 2017.
The deal marks the fifth for the tech company since it went independent in 2017.
“As the acquirer you want to pay as little as possible. If you’re looking to sell your business you need to be more informed as a seller,” says one expert.
The brokerage's acquisition of Employee Benefit Concepts is just latest of the firm's reported mergers this year.
The acquisition equips Zywave with the industry’s only carrier-direct, multi-line small group quoting system serving brokers.
