Deals & People

The business has been restructured under new CEO Wayne Park, including changes to the leadership team.

Michael Teigland, formerly of RBC, will take the role a little more than a year after the Standard acquired Securian’s...

The former Fidelity workplace products head will work across the company on platform and partnership enhancements.

Bernstein Private Wealth Management expands ultra-high-net-worth platform; Cetera completes minority investment in Wilde Wealth Management Group; Wealth Enhancement Group announces...

Dimensional names Rizova co-CIO; Shelton Capital Management targets retirement market growth; MissionSquare Research recruits retirement research head; and more. 

Executive Vice President Tim Gerend will take over the role next year.

Pontera announces partnership with Commonwealth Financial Network; SELAX Brokerage enhances annuity transaction efficiency with Luma Financial Technologies; Ritholtz Wealth Management...

Yaqub Ahmed and Steven McKay, once competitors in the marketplace, will now seek to meet the AUM goal for Franklin's...

Dynasty Network adds Steadmont Advisors; MAI Capital Management acquires Traverso Chambers Private Wealth Management; Stofan Agazzi Investments joins Stifel Independent...

Transamerica names Dickinson director of participant engagement; Vestwell bolsters sales team; Voya names Leary to board.

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...