T. Rowe Price Acquires Retiree, Inc.

Tegra118 Acquires RetireUp

June 10, 2020

Software

Tegra118, a Motive Partners portfolio company, has acquired Illinois-based RetireUp, a provider of retirement income planning software. The deal integrates RetireUp's retirement income and annuity modeling capabilities into Tegra118's front-office wealth management platform, and the entire RetireUp team will join Tegra118.

Cetera Holdings Acquires The Retirement Planning Group, LLC

June 6, 2023

Wealth Management

Cetera Holdings, the holding company of Cetera Financial Group, has acquired The Retirement Planning Group, LLC (TRPG), an independent RIA headquartered in Leawood, Kansas. TRPG manages approximately $1.4 billion in AUM across about 1,825 client accounts, has ~40 employees (including 14 advisors), and will join Cetera’s advisor network to expand its wealth-management capabilities and advisor affiliations.

Broadridge Acquires iJoin, Retirement Plan Technology Provider

September 9, 2025

Cloud & SaaS

Broadridge Financial Solutions has acquired iJoin, a retirement plan technology provider that offers participant onboarding, managed accounts, retirement income tools, and data-driven engagement services. The acquisition augments Broadridge’s retirement plan servicing, analytics, and participant communications capabilities to deliver more personalized onboarding and lifetime-income solutions for record keepers, advisors, asset managers, and insurers.

Concurrent Investment Advisors Acquires Next Retirement Solutions

December 12, 2025

Wealth Management

Concurrent Investment Advisors completed the full acquisition of Next Retirement Solutions, a retirement-advisory practice overseeing roughly $10 billion in plan assets and about 150,000 plan participants. The deal brings Next Retirement’s retirement-plan capabilities in-house as Concurrent expands its retirement services and organic growth channels.

Wealth Enhancement Group Acquires Ryan Financial, Inc.

July 6, 2023

Wealth Management

Wealth Enhancement Group, a national independent wealth management firm, acquired Ryan Financial, Inc., a hybrid RIA based in Denver that oversees more than $200 million in client assets. The acquisition expands Wealth Enhancement Group’s presence in the Denver metro area and brings Ryan Financial’s retirement-plan and financial planning capabilities into Wealth Enhancement’s Roundtable platform.

PCS Retirement Acquires Aspire Financial Services

July 13, 2019

Financial Services

PCS Retirement, LLC acquired Aspire Financial Services to combine their retirement recordkeeping platforms. The deal creates a roughly 300-person organization serving about 16,000 plans and 750,000 eligible participants with approximately $23 billion in assets under administration, aiming to offer a full-suite, conflict-free retirement platform to advisors, TPAs and plan sponsors.