Integrated Pension Services, the Boston, Massachusetts-based retirement and pension services arm of Integrated Partners, has acquired Benefits 21, a unit of Friedman LLP that is in the same business.
Friedman, based in New York City, is a large certified public accounting firm.
Integrated Pension Services has $300 million in assets in 246 retirement plans with a total of 4,300 participants. Benefits 21 has 184 plans with a total of $400 million in assets and 3,800 participants.
The terms of the acquisition were not disclosed.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
