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Investment Management › Acquisitions › Employee Benefits

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

July finalizes another purchase

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

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

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Merit buys Sanctuary Wealth

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

Merit Financial Advisors, a financial advisory firm based in Georgia, recently announced its acquisition of Sanctuary Wealth Management, LLC, and Fiduciary Services, LLC. This deal will enable Merit to establish a presence in...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Sageview buys OnTrack 401(k)

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

SageView Advisory Group has announced its acquisition of OnTrack 401(k), based in Frederick, Maryland....more

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