Deals & People

The Financial Planning Association and the “Journal of Financial Planning” announced the academic researchers who earned the 2024 Best Research...

Neuberger Berman appoints consultant relations managing director; Morgan Stanley hires head of OCIO; Prudential gets head of distribution, voluntary and...

New CTO at Carson Group; Mesirow Wealth Management hires Gary Pattengale; Kristin McCarthy named head of product at PCS Retirement;...

Janet Dhillon was the Equal Employment Opportunity Commission chair under President Donald Trump.

Voya revises workplace solutions leadership; Endeavor Retirement adds Christine Masoni; Sarah Mouser joins Verdence Capital Advisors and more.

Renamed as Prime Capital Family Office, the Austin-based team will focus on ultra-high-net-worth clients.  

Principal appoints head of retirement solutions; benefits attorney joins Wagner Law Group; Variant Investments appoints head of institutional sales; and...

Wong was previously head of retirement platforms at J.P. Morgan Asset Management.

M&A deals with private equity backing have surged over the past decade, according to Fidelity.

The transaction will expand Great Gray’s presence in the retirement plan advisory market.

Marsh McLennan’s Mercer to acquire SECOR Asset Management; Creative Planning acquires Maxwell Wealth Strategies.

Lopes joins Nationwide retirement solutions; Pennsylvania PSERS announces retirement of executive director; Wilmington Trust names DiLuigi head of US Markets.

The initiative recognizes those who have advanced financial planning for the benefit of the public.

The transaction is expected to close in the second quarter of 2025.

Arthur J. Gallagher & Co. acquires Agilis Partners LLC; Morningstar forms alliance with SS&C’s Black Diamond wealth platform; Tocqueville Asset...

The Standard names a regional vice president in retirement plans; Nationwide Retirement Solutions welcomes a consultant relations manager; Easterly Asset...

During Oros’ tenure as CEO, he oversaw more than 50 M&A transactions, including the addition of NEPC, and grew assets...

Prime Capital Financial Expands in Southeast with Sugarloaf Wealth Management; CW Advisors Adds Two Boston-Area RIA Firms; Cetera Adds Teams...

Newfront Retirement Services adds associate vice presidents; CFP Board announces CEO Keller to retire in 2026; Focus Financial Partners names...

John Hancock Retirement selects head of strategic partnerships; Merit Financial Advisers recruits from CAPTRUST; Ninety One appoints director of consultant...