Web Seminar Beyond the paycheck: The case for debt elimination in financial wellness benefits
Helping employees get out of debt isn't just the right thing to do—it's one of the smartest moves your company can make.
M&A
Web Seminar The myth of “good debt”: Rethinking traditional financial advice
The idea that mortgages and student loans are "good debt" has gone unchallenged for too long. But in today's economy, even so-called smart borrowing can quietly fuel stress, delay retirement, and push your people toward burnout.
Employer.com sees M&A opportunities in HR tech
Employer.com plans to provide software that integrates all the processes needed to run a company with recent acquisitions.
Americans share their 5 biggest financial regrets
Employees need to focus on improving their financial wellness after making a few regretful decisions in 2023.
Benefits Think Why it’s critical to align goals during mergers and acquisitions
Considering selling your agency? First step is finding legal and financial counsel that know your company and industry well.
Charlotte Santa Cruz
Santa Cruz Insurance Group
The top 3 financial lies Americans tell their partners
According to new research, 38% of U.S. adults have confessed to some form of "financial infidelity." Here's what they're fibbing about.
How advisers can help parents cash in on student loan relief
Millions of parents have taken out student loans for their children, but only some of them are eligible for forgiveness under a new executive order. Here's a look at who qualifies.
Amazon to buy One Medical for $3.49 billion in all-cash deal
Amazon is prioritizing healthcare in their investment strategy with the acquisition of primary care company, One Medical.
2 crypto education companies merge to boost digital asset literacy for advisers
Along with PlannerDAO and a new certification, Adam Blumberg and Steven Larson are hoping to formalize how the industry learns about cryptocurrencies.
Goldman Sachs buys retirement wealthtech NextCapital
Large financial institutions are investing in technology to tap into the growing workplace wealth market.
Benefits Think Things to consider before selling your firm (or acquiring another)
The importance of due diligence in laying the groundwork for growth, vision and contentment can never be understated in the world of M&A.
Zain Hasan
RTA Venture Partners
Alera Group scoops up Utah-based benefits provider in latest M&A deal
This is the insurance and wealth management firm’s third acquisition deal this month.
Zywave M&A forges on with software company buy
The insurance tech provider is on acquisition hot streak, having secured its fourth purchase in six months.
Zywave acquires risk management platform in latest merger
The insurance tech provider has started 2021, strong with three M&A deals so far.
Microsoft’s $20B AI deal will shake up how we work
This is Microsoft’s second-largest acquisition after its $26 billion deal for LinkedIn.
Blackstone invests in Ginger mental health app at $1 billion value
Demand for resources provided by Ginger, which connects users to behavioral health experts and services such as coaching via a mobile app, is surging in the COVID-19 pandemic.
PRO Unlimited M&A heats up with second buy in a month
The company’s latest purchase is meant to help employer clients win the war for talent.
Workday to acquire Peakon as remote work demands greater connectivity
A toxic workplace culture has become an epidemic within the pandemic.
PRO Unlimited acquires compensation data company PeopleTicker
“This acquisition strengthens our comprehensive data, software and services platform while delivering the innovation that the industry has been waiting for,” Kevin Akeroyd, CEO of PRO Unlimited, said.
UnitedHealth to purchase Change Healthcare for $8 billion
The acquisition is one of UnitedHealth’s largest and is another step in expanding the company’s health services business under its Optum division. The companies said the combination would help simplify services around medical care to improve health outcomes and lower costs.
