Deals & People

The financial and insurance advisory brings on Indianapolis-based American Pension Advisors, along with its 1,200 clients. 

Crystal Capital teams with SS&C to ease alternative investment process; BridgeFT powers Yayati for more personalized investing applications; Nassau Financial...

Heffernan announces acquisition of Barbary; Procyon Partners adds two senior advisers; WP Financial acquires Sage Financial Design.

The new retirement CEO sees a “heightened” interest from wealth managers in engaging with workplace retirement plans and participants.

William Harmon is leaving the recordkeeper, with two senior leaders taking up the role of outreach to advisers and plan...

Moneco Advisors receives minority investment; Integrated Partners creates Insurance Solutions Division; Omnia Wealth Group launches with support from LPL Financial.

DriveWealth appoints Pizzorusso as global CFO; Burke joins Cetera Advisors; Hub International Mountain Welcomes Executive VP; and more.  

The deal is the fourth retirement and wealth acquisition of the year for OneDigital and expands its Northeast presence.

The adviser network aims to ‘better compete’ for retirement plan business.  

Kashable, SecureSave deliver financial benefits to employers; Vistria, Kohlberg announce strategic partnership with USRBP; Viu by HUB, Unison to simply...

The 401(k) provider continues its PE-backed acquisition strategy by booking its fourth deal of the year. 

Four advisers join Capitol Financial Solutions; Advisor Group acquires Encore Financial Group; Hightower makes two strategic investments; and more.

CoastalOne appoints Keefe as CEO; WTW appoints Luke to lead global investments business; Calamos Wealth Management adds two senior executives;...

NFP Retirement continues to build its team under new president Joel Shapiro, who started in May.

The advisory aggregator will acquire retirement plan consulting firm leads with $5.2 billion in assets under administration.

Former institutional investments distribution lead Tim Pitney will now focus on lifetime income features as default options in defined contribution...

Creative Planning acquires BerganKDV; Boston Hill Advisors joins Hightower; Kestra Private Wealth Services launches Destination Wealth Advisors. 

Voya selects Armstrong to lead Midwest Wealth Solutions sales; Triterras announces Narganes as head of distribution and sales strategy; Mercer names...

The CEO won’t go to Franklin Templeton in Putnam acquisition but will be “in part focused” on the strategic partnership...