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Retirement Plan › Retirement › Acquisitions

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Modern Wealth makes a purchase

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Modern Wealth Management acquired Beltz Ianni & Associates’ advisory business and their third-party plan administration services, Enhanced Retirement Solutions, which will be rebranded to Modern Wealth Business....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

One Digital makes another practice purchase

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

One Digital announced it has acquired - 401K Resources and The Clear Group 401K Resources was founded by Renee Scherzer, the President-Elect of the National Association of Plan Advisors (NAPA). The Clear Group, founded by...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

CAPTRUST buys Houston RIA

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

CAPTRUST announced its purchase of Monroe Vos Consulting, a Houston-based registered investment advisor (RIA) with $5.8 billion in assets. Monroe Vos provides advisory services for retirement plan sponsors, endowments, and...more

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