Deals & People

Trenton Hazen will bring retirement plan expertise to the advisory.

Bluespring Wealth announces merger of Retirement Wealth Specialists and Security Financial Management; Moneta acquires Juniper Wealth Advisors; Integrated Partners adds...

The retirement head from acquisition Beltz Ianni & Associates notes a desire to grow the firm with Modern Wealth’s additional...

Alerus adds retirement sales consultant; Voya hires sales director; PSC retirement gets new CEO with PE deal; and more.

The telecom giant announced the pension risk transfer through its purchase of single-premium group annuity contracts covering 56,000 retirees.

Williams will oversee Aptia’s benefits administration services book of business.

PCS Retirement announces investment from Lee Equity Partners; Guthrie Rouner Group joins Ameriprise Financial; Robertson Stephens Wealth Management acquires the...

SageView names Cowell director of participant education and engagement; The Standard appoints Maixner to national accounts sales director for retirement...

The asset manager’s board will commence a search among internal and external candidates, while CIO Greg Davis has added the...

The specialist group will work to increase managed account participant usage and distribution across Voya platforms.

The Retirement Planning Group acquires Dightman Capital Group; Marsh McLennan Agency to acquire Querbes & Nelson and Louisiana Companies; and...

Alerus names retirement services officer; FINRA appoints new board members; and T. Rowe board chair Stromberg steps down.

OneDigital pens deal for $2.6B retirement plan advisory from Wintrust Financial; Curio Wealth created from Bay Point; and Berger makes...

Alerus names retirement sales consultant; Vestwell appoints pair of regional VPs; Wagner Law Group adds to Taft-Hartley practice; and more.

LPL will pay $805 million upfront for the acquisition through a combination of cash and debt; it expects to close...

Former Goldman wealth adviser creates RIA for business owners; Private Advisor Group adds $120M firm; and CBIZ bolsters tax and...

TIAA’s Stickrod gets expanded lifetime income role; T. Rowe promotes veterans in retirement and wealth services shuffle; SEI hires a...

Mariner Wealth Adds $104B in Institutional AUA; Heffernan makes Florida acquisition; OneDigital adds WealthSource with advisers in 9 states; and...

Company sees strong M&A pipeline on the heels of announcing its NFP acquisition.

Gallagher names new DB leader; Northwestern Mutual makes further moves in succession planning; National Institute for Public Employee Health Care...