Deals & People

The acquisition is the 2nd with retirement plan business in the last month and brings $1.5 billion in assets under...

Philippe Setbon will step into the Natixis job immediately, while Edward Maloney’s promotion at MFS will take effect in 2025.

Oakeson Steiner is leaving OneDigital for wealth-focused Carson Group.

Adviser George Fraser joins Alera as the firm continues its push into retirement plan advisement.

Hub acquires Longbow Financial Services and JRP Financial Services; CAPTRUST adds Trutina Financial; Mercer Advisors announces acquisition of Paragon Wealth...

Ascensus names Mehlman new CFO; Crain exits Bank of America; NEPC elects principals and partners; and more.

Senators Tina Smith and Thom Tillis were recognized for their efforts to improve retirement security of Americans, notably through the...

The capital from Iconiq Growth brings the 401(k) advisory management provider’s total funding to $160 million.

Alliant acquires Connecticut-based retirement plan consultancy and TPA as part of its ‘selective’ retirement acquisition strategy.

Mercer will add to its not-for-profit outsourced investments and retirement consulting capabilities.

Creative Planning announces acquisition of Daniels + Tansey; Perigon Wealth Management welcomes Wealth Advisors Inc.; Advisers Medelberg and Koziatek join...

Advisers Alp Atabek and Alex Assaley will join Hub as retirement and wealth consolidation continues.

Principal promotes Branham to national retirement investment director; Natixis bolsters retirement product sales; Voya hires Marchese to lead wealth solutions...

The new CEO discusses what he sees in SageView’s opportunity to leverage the retirement and wealth convergence.

Already the majority owner, KKR will take full ownership to solidify its insurance footprint and the connection to its asset...

The contracts with General Motors, Ford and Stellantis could prompt nonunion companies to establish more competitive benefits.

She will oversee HBCU investment strategy.

Finn will assume his new role on January 1, 2024, as part of the division’s transition under Andy Saperstein.

Wealth Enhancement adds two New York-based RIA firms; Bitcoin IRA acquires Shrimpy.io; UBS snags Merrill wealth advisory.

Joelson joins Savvy Advisors as founding principal wealth manager; Matos made CFO for workplace and retirement solutions at Principal; Northern...