Deals & People

Newfront Retirement Services adds associate vice presidents; CFP Board announces CEO Keller to retire in 2026; Focus Financial Partners names...

John Hancock Retirement selects head of strategic partnerships; Merit Financial Advisers recruits from CAPTRUST; Ninety One appoints director of consultant...

The veteran of TIAA and Prudential started in the new role in December.

In a separate transaction, the Carson Group added an advisory team based in Roseville, California.

NFP acquires Tycor Benefit Administrators and expands presence in the Philadelphia area; Wealth Enhancement announces acquisition of VanceGray Wealth Management...

Nationwide’s president and COO announces retirement; Alera Group appoints a new director of retirement adviser services; T. Rowe Price hires...

Hub International, active in retirement plan deals, completed 48 transactions during the year, MarshBerry reported.

The acting secretary will run the DOL while Trump’s nominee for secretary of labor, Lori Chavez-DeRemer, awaits confirmation.

Waverly Advisors acquires Dickinson Investment Advisors; Integrated Partners expands West Coast Footprint with addition of RetirementDNA; Concentric Wealth Management joins...

JPMorganChase announces new responsibilities for senior leaders; NEPC names Contorno principal and head of DC vendor management; CG Financial Services...

The acquisition is OneDigital’s first in the nonprofit sector.

Mariner acquires Cardinal Investment Advisors; Northwestern Mutual and Sixth Street announce partnership; Mercer Advisors adds Edward Vance Investment Management; and...

Cervantes joins Prime Capital Financial; Corebridge Financial welcomes Klane as general counsel; Gallagher adds Helgens as retirement plan consultant.

Kaduson will report to Heather Lavallee, CEO of Voya Financial.

Ares is seeking to capture demand for retirement solutions through its insurer, Aspida Holdings Ltd.

In other news, the Institutional Retirement Income Council named Kreps of Groom Law as chair of its board of directors.

The provider of small business 401(k)s is poised to add 49,000 businesses to its client roster.

Advisers named to the list will be celebrated at the PLANADVISER Industry Leader Awards in May. 

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent...

Rob Mangano, Tamme Ford, Alex Gault and Sarah McKinzie get elevated roles at the $7 billion plan advisory focused on...