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Retirement Plan › Acquisitions › Investment Management

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.

Mariner makes a deal by

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

Mariner announced the acquisition of Cardinal Investment Advisors. Mariner’s advisory assets will grow to $550 billion in the first quarter of 2025....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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