Creative Planning's Lovell acquisition bucks a pattern where insurance brokers typically acquire wealth practices, not the other way around
Josh Recamara Jul 14, 2026
NFP taps restructured wealth practice for first Cleveland-area deal since Aon's $2.7 billion divestiture
Acquisition arrives as AM Best has moved delegated authority from a positive to stable outlook
The Kansas MGA's coverage of the Mid-South and Mountain West fills a gap as admitted carriers keep pulling back from specialty lines
Competitive pressure could drive larger transactions before year-end
Fire protection contractors carry complex E&S liability exposures that specialist underwriting knowledge defines - ISOA's 19-year niche focus is what ERA is acquiring
ALKEME has completed more than 80 retail agency acquisitions since 2020 - the Virtue deal is its first MGA, and owning delegated authority brings underwriting risk and governance obligations its retail strategy has never required
A different demographic, a different regulatory environment and a materially different distribution model from the book Integrity has built
Beam generated $175 million in premiums last year, and the deal targets Principal's specialty benefits 5-9% growth range
Renewables may be cleaner, but their end-of-life risks are creating new liabilities and coverage gaps.
Agility, tech, and niche expertise will be differentiators, says TMPAA head
In 2026, protection for affluent families is less about buying more coverage and more about building resilience
