Deals & People

J.P. Morgan Asset Management hires new head of retirement; Stadion’s two new hires to capitalize on growing interest in managed...

SEI names new family office and regulatory services leader; Security Benefit adds new financial institutions director; Creative Planning acquires Wipfli...

Mutual of Omaha Retirement Services announces new hire; CAPTRUST adds endowments and foundations director; PlanMember opens new financial center in...

CapAcuity appoints new director of marketing, managing director; Mercer Advisors acquires Mallard Advisors; Empower bolsters its brand with legacy name...

Mercer appoints U.S. not-for-profit CIO; CAPTRUST expands Midwest presence with new acquisition; Schroders appoints sustainability investment director.

Global Atlantic expands institutional business into Asia; new attorney joins The Wagner Law Group; Lincoln Financial Group names workplace solutions...

SageView appoints former Goldman director as COO; NEPC expands corporate consulting teams; Edelman Financial Engines appoints chief product and technology...

Alera Group, a national insurance and wealth services firm, is among the latest established entities to begin picking up smaller independent wealth management shops in key markets.

Mercer Advisors acquires two firms; First Trust Capital Partners acquires direct indexing firm; New York Life appoints head of retail...

Carillon Tower Advisers to rebrand as Raymond James Investment Management; J.P. Morgan Asset Management hires senior investment specialist; GW&K announces...

SageView Advisory Group acquires Los Angeles-based wealth management firm; OneAmerica brings aboard new head of retirement business development; NFP appoints...

In collaboration with firms including BlackRock and PIMCO, OneDigital plans to offer employees solutions and investment advice specific to their...

The Retirement Advantage hires veteran financial professional, while AssetMark will acquire Adhesion Wealth.

The committee has named a new president and its first chief operations officer following a two-day planned meeting where the organization discussed its short- and long-term polices for...

Mercer Advisors makes three acquisitions; retirement and wealth management firm kPlans joins SageView Advisory Group; Prudential hires a global head...

Creative Planning acquires Ferris Capital; Envestnet strengthens its retirement solutions ecosystem with new acquisition; TIAA appoints chief institutional client officer;...

Nearly 190 retirement plan advisory firms have been acquired in the decade since 2012, and aggregators expect a substantial number...

J.P. Morgan Asset Management hires new global head of broker relationship management; Mercer Appoints New West market wealth business leader;...

OneDigital names vice president of product; Advisor Group acquires Infinex; T. Rowe Price appoints senior ESG leader; Voya hires chief...