Daybright Financial Acquires Hessel & Associates, LLC

Daybright Financial Acquires Spectrum Pension Consultants, Inc.

July 24, 2025

Financial Services

Daybright Financial has acquired Tacoma-based Spectrum Pension Consultants, Inc. and its affiliated companies (GROUPIRA, Incentive Benefits, Integrity Pension Services, ProTPA, and Qualified Pension Consultants). The deal expands Daybright’s Private Sector Retirement Solutions footprint in the Pacific Northwest and brings Spectrum’s retirement administration capabilities and proprietary technology into Daybright’s platform, with Spectrum leadership continuing as managing partners.

Daybright Financial Acquires The Platinum 401k, Inc.

September 16, 2025

Financial Services

Daybright Financial has acquired Clearwater-based retirement plan administrator The Platinum 401k, Inc., strengthening Daybright's MEP/PEP and ERISA 3(16) capabilities. The deal expands Daybright's private sector retirement solutions and scales The Platinum 401k's retirement plan administration offerings across PEO and MEP/PEP segments.

Pitcairn Acquires Brightside Partners and Launches New RIA

January 30, 2025

Financial Services

Pitcairn, a long-established family office based in Conshohocken, Pennsylvania, has acquired Baltimore-based Registered Investment Advisor Brightside Partners and launched a new RIA, Pitcairn Wealth Advisors LLC. The acquisition expands Pitcairn’s alternative investments platform—adding Brightside’s network of more than 100 asset managers—and increases Pitcairn’s advised assets to over $9 billion.

Integrated Pension Services Acquires BDS Consulting Group

February 19, 2026

Consulting

Integrated Pension Services, a national retirement plan consulting and compliance firm based in Boston, has acquired BDS Consulting Group, a specialized retirement plan consulting firm serving more than 260 plan clients nationwide. The deal includes all client relationships and staff (BDS employees will join Integrated Pension) and expands Integrated Pension's scale by nearly 50%, strengthening its retirement plan compliance and workplace wealth capabilities.

Bluespring Wealth Partners Acquires Shelton Financial Group

July 18, 2024

Wealth Management

Bluespring Wealth Partners, an acquirer and partner of wealth management firms, has acquired Fort Wayne-based Shelton Financial Group and transitioned Shelton's investment business onto the Kestra Financial platform. Shelton's team — which oversees nearly $500 million in client assets — joined Bluespring to gain back-office resources, succession support and access to the Kestra ecosystem.

Bluespring Wealth Partners' U.S. Financial Services Adds Hudson Dynamic Retirement

April 19, 2022

Financial Services

Bluespring Wealth Partners announced that Hudson Dynamic Retirement (Elmsford, New York), a $265 million AUM wealth management firm led by Andrew Brief, will merge into Bluespring’s U.S. Financial Services platform. The move creates a fourth U.S. Financial Services office and expands Bluespring’s footprint and advisory capabilities in the New York market as an add‑on to its existing platform.