Tag : retirement consulting

SageView Advisory Group to Acquire Palmer Retirement Consulting
Fintech News

SageView Group Acquires Palmer Retirement Consulting

Fintech News Desk
by Fintech News Desk0248
Wise Rhino served as advisor to Palmer Retirement. The transaction closed on Dec. 15, 2023. By Global FinTech Series News Desk  SageView Advisory Group, one of the nation’s independent RIA firms, announced it has acquired Palmer Retirement Consulting, a Fort Wayne, Indiana-based advisory firm with both institutional retirement plan clients......
KKR Increases Investment in USI Insurance Services
InsurTech Investment Services News

KKR Increases Investment in USI Insurance Services

GlobeNewswire
by GlobeNewswire0287
Significant Investment Supports USI’s Long-Term Growth and Continued Innovation as an Industry Leader USI Insurance Services (“USI” or the “Company”), a leader in risk management, employee benefits and retirement consulting, announced that existing shareholder KKR is making a new equity investment of more than $1 billion in the Company. Read......
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