Deals & People July 15th, 2024 TPA-Advocate Group NIPA Names Next Board Members The institute taps five 2024-2025 board officers.
Deals & People July 12th, 2024 Retirement Industry People Moves – 7/12/24 Cambridge Investment Research hires Robertson as senior director of retirement plans; FinServ adds Treichel, Rhoiney to board; Voya brings Mullaney...
Deals & People July 11th, 2024 White House Announces Nominee for PBGC Director Employee benefits attorney Deva Kyle was tapped by the Biden administration to head the Pension Benefit Guaranty Corporation.
Deals & People July 11th, 2024 Bain Capital and Partners to Acquire Envestnet for $4.5B The firm is slated to go private through purchase by Bain Capital and Reverence Capital, along with partners BlackRock, Fidelity,...
Deals & People July 11th, 2024 Prime Capital Rebrands Qualified Plan Advisers Division Prime Capital Retirement will be part of Prime Capital Financial in a wider rebrand.
Deals & People July 8th, 2024 Advisory M&A News – 7/8/24 Aquiline Capital acquires majority stake in Isio Group; Countiss Wealth Management debuts; Wealth Enhancement Group adds Starfox Financial Services.
Deals & People July 5th, 2024 Retirement Industry People Moves – 7/5/24 McGlynn promoted to director of national partnership sales at Pacific Life; Munari named chief product officer at MSCI; Pentegra hires...
Deals & People July 2nd, 2024 BNY Taps Minaya as Global Wealth Head The former leader of TIAA’s Nuveen asset management division will start in the role on September 3.
Deals & People July 2nd, 2024 Advisory M&A News – 7/1/24 NewEdge Advisors welcomes Fortis Wealth Advisors; 4 wealth managers join Savvy Advisors; Perigon Wealth Management acquires Creative Financial Planning; and...
Deals & People June 28th, 2024 Retirement Industry People Moves – 6/28/24 New York Life Institutional taps Grieco to lead nonqualified compensation distribution; Nationwide appoints Rodriguez to lead institutional sales for retirement; OneDigital promotes Bailey to head Northeast; and more.
Deals & People June 28th, 2024 Chime Acquires Savings Benefits Startup Salt Labs The Salt Lab team, led by benefits entrepreneur Jason Lee, and the firm’s offering will become a part of Chime.
Deals & People June 27th, 2024 OneDigital Promotes Bailey to Grow Northeast Emily Bailey will oversee the New York to Maine region with an eye to build on the team’s roughly 400-person footprint.
Deals & People June 26th, 2024 Fisher Investments to Spin Off Independent 401(k) Practice The RIA is spinning off its 401(k) division to become Fisher Retirement Solutions.
Deals & People June 24th, 2024 Advisory M&A News – 6/24/24 Wealth Enhancement Group adds Atlas Fiduciary Financial; Cruz joins Ameriprise Financial; NewEdge Advisors welcomes Stonebridge Financial Partners.
Deals & People June 21st, 2024 AssetMark Acquires $12 Billion in Wealth TAMP Assets from Morningstar Morningstar Wealth TAMP clients and advisers will gain access to AssetMark’s platform, while advisers using AssetMark can access to Morningstar’s...
Deals & People June 21st, 2024 Retirement Industry People Moves – 6/21/24 Ascensus names regional VP for retirement sales; Nowak promoted to DC director at Marquette; Alerus names health and welfare sales...
Deals & People June 17th, 2024 Advisory M&A News – 6/17/24 Summit Financial adds SRM Private Wealth; Cetera Financial Group welcomes North Ridge Wealth Planning; Adam Udy Group opens office in...
Deals & People June 17th, 2024 Taking a ‘Startup’ Job at a Legacy Insurer Ben Thomason discusses why working in the in-plan guaranteed income space is akin to roles he’s held at startups.
Deals & People June 14th, 2024 Retirement Industry People Moves – 6/14/24 Sequoia Financial hires chief strategy and partnerships officer; TIAA names new head of consultant relations; The Standard taps regional vice...
Deals & People June 13th, 2024 Nuveen CEO Minaya Steps Down, President Huffman Takes Role William Huffman will take the CEO role for TIAA’s investment management division.