Fiduciary Services Group Acquires Future Planning Associates

Fiduciary Services Group Acquires Beacon Benefits

September 11, 2025

Financial Services

Fiduciary Services Group (FSG) has acquired Beacon Benefits, a Beverly, Massachusetts–based third-party administrator (TPA), and will integrate the business into its DWC TPA platform. The deal expands FSG’s retirement services capabilities and adds a regional Boston-area office to support growth in plan administration and recordkeeping services.

VC3 Acquires FPA Technology Services

December 4, 2023

IT Services

VC3, a North American managed IT and cybersecurity services provider, has acquired FPA Technology Services, an outsourced IT provider based in Woodland Hills, California. The deal expands VC3's footprint in California and adds FPA's managed IT, strategic planning, and cybersecurity capabilities to VC3's platform.

NFP Acquires AFS Advisors, LLC

January 7, 2022

Wealth Management

NFP, a global insurance broker and consultant, has acquired AFS Advisors, LLC, an independent registered retirement and investment advisor based in Suwanee, Georgia. The acquisition (closed January 7, 2022) expands NFP's retirement capabilities and footprint in the Atlanta metro and broader Atlantic region.

Simplicity Group Acquires Financial Security Associates

May 2, 2022

Insurance

The Simplicity Group has acquired Financial Security Associates (FSA), a Raleigh, North Carolina-based firm specializing in life insurance, annuities and disability income. FSA will transition to the Simplicity brand and be led by Paige Blair as a partner, becoming the 34th distribution business to join Simplicity's partnership.

Waverly Advisors Acquires Fiduciary Wealth Advisors

April 4, 2025

Financial Services

Waverly Advisors, a PE-backed RIA based in Birmingham, Alabama, has acquired Fiduciary Wealth Advisors (FWA), a Sarasota, Florida-based wealth management firm founded by Scott Collins. The deal closed April 4, 2025 and adds approximately $110 million of AUM while expanding Waverly's presence in Southwest Florida.

World Insurance Associates Acquires Future Insurance Group

December 9, 2022

Insurance

World Insurance Associates LLC, a Top-50 national insurance brokerage based in Iselin, New Jersey, acquired Future Insurance Group of Schererville, Indiana on December 1, 2022. Future Insurance Group is a family-owned insurance agency specializing in trucking and transportation insurance for long-haul trucking, fleets and owner-operators; terms were not disclosed.