B.O.S.S. Retirement Solutions Merges with Becker Retirement Group

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.

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.

July Business Services Acquires Digital Retirement Solutions

March 21, 2023

Wealth Management

July Business Services, LLC (JULY) has acquired Digital Retirement Solutions (DRS), a retirement-plan recordkeeping and administration provider based in Longmont, Colorado. The acquisition brings DRS's team and leadership (including CEO Michael Pierce) into JULY as part of JULY's strategic growth to expand its technology, advisor relationships and presence in Colorado; JULY now supports over 6,700 plans and $8.5 billion in plan assets.

Cerity Partners Merges with Bingham, Osborn & Scarborough

November 23, 2021

Wealth Management

Cerity Partners has merged with San Francisco–based Bingham, Osborn & Scarborough (BOS), combining BOS's West Coast wealth-management capabilities with Cerity's national platform. The combined firm will operate under the Cerity Partners name and expands Cerity's client assets to advise on more than $40 billion (including BOS’s roughly $5 billion in AUM).

Allegis Advisor Group Acquires Beacon Financial, Inc.

October 6, 2020

Financial Services

Allegis Advisor Group has acquired Beacon Financial, Inc., a national insurance marketing organization that specializes in annuities, life insurance and Medicare, and will merge Beacon into Allegis. The deal expands Allegis's capabilities and talent pool to provide affiliated advisors broader insurance solutions, Medicare planning, lead generation and advanced market support.

Robertson Stephens Acquires Ratio Wealth Group

August 11, 2024

Financial Services

Robertson Stephens Wealth Management has acquired Ratio Wealth Group, an SEC-registered investment advisor managing over $530 million in advisory assets. The Ratio team joins Robertson Stephens and opens a Denver office, expanding Robertson Stephens’ footprint to 22 locations and bringing its total AUM to about $6.5 billion.