BOSTON--(BUSINESS WIRE)--Great Gray Group (“Great Gray” or the “Company”), an independent leader in retirement solutions and the parent company of Great Gray Trust Company, today announced that it has ...

Wealth management firm Wealth Enhancement Group, founded in 1997, more than doubled its 401(k) plan clients in 2019 to about 160 with acquisitions. Now, about five years later, the firm is nearing ...

An M&A trends report from Marshberry shows slowing, yet still robust, dealmaking for retirement plan advisories, as scaled and multi-service providers dominate the market. Retirement plan advisory ...

Retirement plan adviser firms are a hot commodity — so hot that private equity investors are falling over themselves to invest in the lucrative, high-growth businesses, according to mergers and ...

Great Gray Group and its affiliates announced the purchase of assets that flexPATH Strategies, LLC ("flexPATH") used to provide sub-advisory services to the collective investment trust funds for which ...