Conversations newlyweds need for a healthy retirement
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.
M&A
Mercer boosts female leadership with new hire
With its appointment of Martine Lellis, one of the largest and most-acquisitive RIAs ups its leadership ranks to almost 40% women.
By
Ann Marsh
E-Trade boosts employer wellness offerings with acquisition of Gradifi
“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.
MetLife enters pet insurance market with latest acquisition
The deal allows the company to capitalize on a benefit that is growing in popularity.
CommonBond partnership seeks to unburden workers of student loan debt
Employees are prioritizing debt repayment over other financial goals.
Zywave M&A heats up with data provider buy
The insurance technology company says the acquisition will significantly expand its existing data services division.
USI continues to grow with South Carolina brokerage buy
Agency M&A activity shows no signs of slowing down, with 490 reported transactions so far this year.
Alera Group expands New England presence with benefits brokerage buy
This marks the firm’s 77th deal since its inception in 2017.
Insurance industry M&A hits six-month high
A total of 665 transactions have closed in the past 12 months alone, according to new data.
Virtus buys Cobbs Allen benefits practice as industry M&A grows stronger
Interest on the buy side and an inventory of potential sellers is keeping acquisition activity high in the space.
HR, benefits tech M&A surges with Alight acquisition of Hodges-Mace
The deal marks the fifth for the tech company since it went independent in 2017.
HR, benefits tech M&A surges with Alight acquisition of Hodges-Mace
The deal marks the fifth for the tech company since it went independent in 2017.
Compensation, culture are key considerations for brokers looking to buy
“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.
USI plans organic growth with third reported acquisition
The brokerage's acquisition of Employee Benefit Concepts is just latest of the firm's reported mergers this year.
Zywave M&A heats up with RateFactory buy
The acquisition equips Zywave with the industry’s only carrier-direct, multi-line small group quoting system serving brokers.
Alera Group completes 10th acquisition this year
Brokerages will likely keep acquiring to diversify both their product portfolio and customer base.
Insurance brokerage M&A not slowing down
Deals in the first quarter were led by Patriot Growth Insurance Services with 18 total acquisitions.
Benefits Think Smaller market, less flexibility: What integrated PBMs mean for clients
Before mergers are finalized and carriers begin implementing new underwriting rules and changes, it may be a challenge for mid-market clients to customize their prescription program.
Steven Schwartz
Corporate Synergies
Benefits Think Smaller market, less flexibility: What integrated PBMs mean for employers
Before mergers are finalized and carriers begin implementing new underwriting rules and changes, it may be a challenge for mid-market employers to customize their prescription program.
Steven Schwartz
Corporate Synergies
OneDigital completes largest acquisition in company history
The brokerage has acquired Northwestern Benefit for an undisclosed amount in its fifth deal this year.
