Deals & People

The deal comes as Echelon names CAPTRUST among the biggest acquirers of 2023.

BlackRock ramps up alts exposure with GIP acquisition; SageView Advisory Group acquires Palmer Retirement Consulting; Financial Advisers launches Avise Financial.

Bob Doll, known for his annual market predictions, is adding the CEO and president roles to his position as Mike...

NFP names Greene president of benefits unit; Standard Hires Schaefer for West Coast regional VP for retirement plans; CFP Board...

Bhatia will replace 40-year Principal veteran Pat Halter in leading the firm’s asset management division.

Voya promotes Toms to CEO of investment management; Goldman names Wilson to new role heading retirement for asset and wealth...

The PLANADVISER 2024 Top Retirement Plan Advisers will be celebrated at our annual Industry Leader Awards event on May 8.

The investment manager and retirement recordkeeper made the announcement as it highlights retirement saving trends, including personalization and diversification.

Eisenreich replaces the retiring Michael Archer. 

Hub International acquires BLS Wealth Management and Gottschling advisories; Mercer Advisors adds Transitions Wealth Management; HANYS Benefit Services rebrands as...

The firm’s board is searching for a replacement to head the wealth management and financial wellness platform and product provider.

2 new Nationwide leaders will focus on product solutions; Kane assumes role as president of Financial Planning Association; Edelman Financial...

Franklin Templeton completes Putnam acquisition; Wealth Enhancement Group adds RIA Foundational Wealth Advisory.

Darrin Hebert joins Securian Financial; Vanguard announces senior leadership change.

Ascensus and FuturePlan add regional and sector sales heads; InVesti snags sales head from IPX Retirement; EBRI taps Segal executive...

NFP will continue to operate independently, with a “connected platform” to Aon.

Amma Boateng will assume the role in January, replacing Tom Rampulla, who is retiring after 35 years at the firm.

Millennium Trust acquires NuView Trust Co.; Sage Advisory Services adds Kudu Investment Management; Atria Wealth Solutions welcomes OPOC.

Lincoln has agreed to sell its $108 billion wealth management business to focus on workplace and insurance services and products.

National Association of Investment Companies announces Abraham as vice president of development; Truist appoints Stengel as chief legal officer; Ameritas...