Deals & People April 14th, 2023 Retirement Industry People Moves Rugel appointed head of operations at MassMutual; Deepwater hires Michael Olson to build the firm’s next fund; and more.
Deals & People April 12th, 2023 Adviser M&A Deals Bounce Back in Volume, Worth in Q1 Echelon’s quarterly M&A report found private equity financing helped push Q1 2023 numbers above Q4 2022 results.
Deals & People April 12th, 2023 Adviser Product Partnerships RetireOne and Pension & Wealth Management Advisors launch income insurance program; Sanctuary Wealth partners with Pontera to expand adviser toolbox;...
Deals & People April 11th, 2023 OneDigital Acquires Huntington Bank’s $5.6B Retirement Advisory Business The retirement and investing aggregator will bring on Huntington’s 1,300 employees focused on workplace savings plans.
Deals & People April 11th, 2023 Nuveen Muni Head Steps Down on Heels of Legal Settlement The firm said 30-year veteran John Miller will be replaced by current taxable muni lead Daniel Close.
Deals & People April 10th, 2023 Advisory M&A Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial...
Deals & People April 6th, 2023 Retirement Industry People Moves Ascensus appoints Kennedy as VP; Pentegra announces Finnegan as SVP, General Counsel; and more.
Deals & People April 6th, 2023 Investment Product Launches Xtrackers by DWS announces a new ETF; Principal launches hybrid QDIA; Penn Mutual introduces Protection Whole Life; and more.
Deals & People April 4th, 2023 Pensionmark Appoints New M&A Head to Push Growth Former Envestnet M&A lead joins Pensionmark about one year after the firm was acquired by World Insurance with goal of...
Deals & People April 3rd, 2023 Advisory M&A July acquires Turning Point Associates; Cetera Announces Acquisition and 2 Strategic Relationships; Easy Street Insurance Joins Integrity; and more.
Deals & People March 31st, 2023 Retirement Industry People Moves Lockton appoints Bolander as SVP of regional operations; Sullo joins Earth Finance climate investing practice; Dechert announces McGrath as partner;...
Deals & People March 31st, 2023 Merrill Wealth Management Head Sieg Departs for Citi The wealth leader returns to his former employer to focus on driving more “fee-based revenue.”
Deals & People March 30th, 2023 T. Rowe Price to Acquire Retirement Income Fintech Retiree, Inc. Rowe Price plans to incorporate the retirement income planning software into its retirement offerings for advisers, plan sponsors, and participants.
Deals & People March 27th, 2023 John Hancock Names Former Personal Finance Exec to Lead Retirement Business Wayne Park is leaving American Century Investments to lead John Hancock's retirement plan and recordkeeper business.
Deals & People March 27th, 2023 Advisory M&A Securian Financial Subsidiary acquires Enspire; Pontera and AssetBook intergrate; Wealthspire Advisors acquires Heron Wealth; and more.
Deals & People March 24th, 2023 Retirement Industry People Moves Asset Management hires emerging markets head; FuturePlan appoints divisional VP; KKR names chief investment strategist; and more.
Deals & People March 22nd, 2023 Edelman Financial Engines Announces Neil Gilfedder as CIO Gilfedder received an internal promotion effective March 1, having been with the firm since 2014.
Deals & People March 21st, 2023 Advisory M&A OneDigital acquires 401K Resources, Clear Group; Itheric Wealth Advisors joins Sanctuary Wealth; and more.
Deals & People March 18th, 2023 The PLANADVISER Interview: Aaron Schumm, Vestwell Founder and CEO The head of the digital 401(k) provider talks about the firm’s dual strategy of arming the private sector—financial advisers—and the...
Deals & People March 17th, 2023 Retirement Industry People Moves Franklin Templeton appoints Dean R. Sackett III to managing director of government affairs; Hall Benefits Law adds Alex Bruckner; National...