News & Analysis as of August 8, 2025

Acquisitions

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July finalizes another purchase

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on 7/24/2025

In the retirement plan industry, acquisitions aren’t just about numbers—they’re about narrative. And with its seventh deal in two years, July Business Services (JULY) is writing a very clear one: they’re not just growing,...more

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Business Development › Fiduciary Duty › Acquisitions

July finalizes another purchase

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