Aon's $17B USI Deal Could Affect Executive Benefits Market
By Allison BellThe deal could also affect insurers' efforts to offer annuitization options inside 401(k) plans.
August 31, 2026
What's Next for RIAs?Join us Sept. 23 as Will Trout of Datos Insights breaks down the Vanguard-Altruist deal, Schwab's new long-short minimums and more.
August 28, 2026
Osaic Appoints Chief AI and Technology OfficerSayee Bellamkonda will oversee the firm's technology strategy in a newly expanded role.
August 28, 2026
Mercer Acquires $220M Firm in OhioNorthAvenue Financial Advocates, led by Kristen Moosmiller, adds to Mercer's Women & Wealth practice.
August 28, 2026
Advisors Weigh Vanguard Deal, On and Off Altruist's PlatformSome see a credibility boost and new competition for Schwab and Fidelity; others fear Altruist could lose its edge.
August 28, 2026
38 Phony Advisors Faked Filings to Lure Investors: SECSeveral of the charged firms are linked to foreign internet addresses, the agency says.
August 26, 2026
PRO
How Constant Communication Led This Advisor to Organic GrowthKevin A. Brown doubled his AUM in three years to $157 million by engaging clients and prospects.
August 26, 2026
The 20 Most Active RIA Buyers of the Past YearWhile first-half deal volume declined in 2026, the scale of acquisitions grew considerably, Fidelity finds.