Deals & People

Conti has rejoined the organization for third-party administrators following the retirement of Ann Slotwinski.

Jared Copinga joins Prime Capital Financial; MAG Wealth Management acquires Ovation Wealth Advisors; Summit Financial secures $420M with 3 minority...

President-elect Donald Trump announced his intent to nominate Rep. Lori Chavez-DeRemer, an Oregon Republican, to head the Department of Labor.

Illinois-based Karel-Gordon works with financial advisers to create qualified retirement plans.

Hartford Funds names Mackay as head of distribution; Mercer appoints Penner as U.S., Canada career leader; The Standard hires Tucci...

The firm known for stock trading will connect users to financial advisers, expanding further into financial services after entering retirement...

Phil Witherington, president and CEO of Manulife Asia, has been named Gori’s successor.

CAPTRUST adds Boston Financial Management; Mercer Advisors acquires Chapel & Collins, Waypoint Capital Advisors; Integrated Partners expands with Generation Capital...

Creative Planning acquires $550M RIA; AARP appoints Minter-Jordan new CEO; American Benefits Council promotes Johnson to president; and more.

The insurance-backed aggregator adds Peter Klinkmueller and Steve Boudreau’s Strategic Retirement Plan Consultants.

Strable, recently named president, will take the top job from Dan Houston, effective January 7.

Wealth Enhancement Group announces acquisition of M&R Capital Management; Kestra, Riverside welcome new adviser; Aspen Standard Wealth acquires $2.8 billion...

Plan adviser Jania Stout explained her transition to head Prime Capital’s retirement and wellness divisions, where her boss said she...

Jacques Chappius named president, CEO of PGIM; The Standard promotes Hall to retirement plans actuary role; Schroders taps a new...

Mike Durbin, who left Fidelity Institutional to become head of Cetera’s parent organization, will now take over, while Antoniades will...

The firm’s head of wealth distribution and client engagement says plan sponsor client migration would likely start in 2025 and...

The union approval ends a seven-week strike and will see workers return November 12.

Kestra Financical adds Wealth Empowerment Financial Strategies; Hightower completes strategic investment in Financial Planning and Information Services; and adviser team...

Katie Colon joins CAPTRUST in a financial adviser role from OneDigital; Jim Marx joins Alera Group from Edelman Financial Engines.

Schroders expands US pensions team with Schechter as senior client director; Wagner Law Group adds Schloss; The Standard hires Mulquin as...