Deals & People

PCIA acquires Cornerstone; Creative Planning adds Telarray Advisors; Heffernan Network acquires Kettering Rose; and more.

T. Rowe Price announces Shen as Chief Data Officer; New York Life Appoints Tillotson as Chief Compliance Officer; O'Brien named...

Monroe Vos founder says joining CAPTRUST will provide scale of economics.

Candidly’s student debt and savings service for employers and retirement recordkeepers has brought in Series B financing led by investment...

Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.

Americana Partners snags Texas-based Morgan Stanley advisory; Integrated Partners nets $2.5B advisory; Hub adds to Gulf South presence with insurance...

CastleKeep names Mike Benevento partner; Snowden Lane Partners adds Eduardo Alvarez Andreu; Matt Berman named president at Foresters Financial; and...

Harrison will retire after 20 years at investing, insurance and retirement firm, replaced by insurance head Tingle.

RBC C&C selects Vestwell as 401(k) provider; Sanctuary Wealth partners with Pontera on retirement asset management; Prudential, Vitality Global expand...

Deputy Secretary of Labor Julie Su has been selected to replace the outgoing Marty Walsh, but Senate confirmation may bring...

Savant Wealth adds retirement services with Capital Directions deal; PE firms CD&R and Stone Point acquire Focus Financial in deal...

Fidelity gains new researcher from LIMRA; TIAA retirement hires sales and relationships managers, and more.

Aon continues pooled employer plan push, adding headcount to keep adding beyond over $1B in reported assets and commitments in...

Sequoia acquires Zeke Capital Advisors; iTrustCapital integrates with Fortress Trust; Hightower invests in Bickling Financial Services; and more.

DCIIA votes in 2023 committee members; Aon adds personnel to pooled employer plan sales group; TIAA adds wealth distribution head;...

The DOL confirmed reports that Walsh will depart in mid-March; deputy secretary Julie Su will serve as acting secretary.

Cetera invests in $1.7B Kansas-based advisory; Atria snags two adviser practices from LPL; and more.

Lincoln Financial Group names Vince Garzarella VP; Northern Trust Asset Management names new presidents; Empower promotes Noble to general counsel;...

Zach Buchwald arrives at Russell from BlackRock, while Invesco promotes Andrew Schlossberg from managing director role.

The Florida Pension Group is OneDigital’s seventh such partnership in 12 months as it expands its retirement-linked wealth management capabilities.