Deals & People

O’Connor to serve as OneDigital senior benefits consultant in Florida; Northwestern Mutual announces succession plans; Micruity names head of client...

Also, California Corporate Retirement Services announces a PEP to plan sponsor clients.

The new group intends to improve wealth-building opportunities for American workers.

The deal expands Empower’s services into equity compensation administration and management.

True North Advisors announces acquisition of Clear Rock Advisors; Kestra Financial welcomes SZC Financial Planning & Management; Ty J. Young...

Fiduciary Trust hires client development lead from Bernstein; Mercer hires one new investment executive, promotes another; ERISA expert Wagner tapped...

Savvy adds financial advisers Martino and Moore; Ty J. Young Wealth Management acquires Amatulli and Associates Financial Services; Carson Group...

OneDigital welcomes Andrea Madonna as benefits consultant in Florida; Bitzer, Cox Cuerington join Franklin Templeton; IRALogix taps Haas as CFO;...

Voya will add more than $60 billion in AUA and new capabilities, including employee stock ownership plans.

Oldfield was promoted from CFO to run the asset manager and will succeed Peter Harrison on November 8.

Mesirow acquires Price Wealth Management; Wealth Enhancement Group acquires Levy Wealth Management Group; Hub International adds assets of Flexible Benefits...

Prime Pensions adds leadership positions; Alera Group promotes Blue to CEO; Vision Financial of Des Moines hires retirement plan relationship manager; and more.

The acquisition is the largest for Alera’s retirement plan services division and more than doubles its total assets.

The Mercer adviser team adds to its footprint in the Northeast with the high-net-worth specialist.

Corebridge elects Bousa to board of directors, appoints Moore as retirement services EVP; Maryland State Retirement Agency names Kim deputy...

Sequoia Financial Group will acquire Eide Bailly’s wealth management unit in exchange for an equity stake in Sequoia.

The deal will tee up about 1,500 TIAA employees in the U.S. and India to move to Accenture, while TIAA...

Rise Growth Partners Announces first strategic investment in Bleakley Financial Group; Sanctuary welcomes $400 million North Carolina-based TOVA Wealth; DFA...

The vice chair of the board will elevate to CEO so he can ‘hit the ground running,’ according to the...

Cetera appoints Mackay president of Cetera Solutions; Vanguard announces Robinson as general counsel; OneDigital welcomes Grier as managing principal; and...