Deals & People

Planned enhancements include recordkeeping modernization, additional retirement income experiences and new financial wellness capabilities, among others.

OneDigital Investment Advisors acquires Clearview Advisory; FPS Group expands executive team; Principal adds portfolio manager to Global Asset Allocation team;...

Carillon names new president; ProNvest announces hires dedicated to business development; Russell Investments announces several new hires; and more.

T. Rowe Price announces series of changes; LaSalle selects new DC portfolio manager; ICMA-RC hires chief legal and external affairs...

Ascensus CEO David Musto says the goal of the deal is not for his firm to radically shift its strategy or change its approach to doing business; instead,...

Commonwealth Financial selects new SVP of general counsel; SVP joins Mesirow Private Equity; head of Vanguard Fixed Income Group to...

The deal adds to 2021’s record-setting pace for adviser industry mergers and acquisitions, while underscoring the emerging competitive pressures facing even sizable independent firms.

A year or so ago, WiPN leadership was looking at how much it had evolved and realized ‘we needed the...

The firm also announced management changes.

DWC – The 401(k) Experts selects new principal; Voya Financial realigns New Jersey territories to expand distribution reach; and Ascensus...

CFP Board names new D&I director; T. Rowe Price Retirement hires senior sales executive; Mid Atlantic Acquires PensionPro; and more.

Strong market conditions, increased competition from buyers and favorable deals for sellers laid the foundation for the activity, according to...

LeafHouse and investGrade announce new marketing VP; AIG selects executive VP, global head of Operations; Loomis, Sayles & Company add...

OneAmerica hires industry veteran for East Coast sales territory; Ameritas announces new officer elections; AIG Retirement Services names new hires...

BNY Mellon recruits former State Street managing director; Voya Financial adds to leadership team; Schroders announces changes within leadership team;...

Chubb is a provider of personal property and casualty insurance, while The Hartford also provides group employee benefits and mutual funds.

Hearts & Wallets selects chief client officer; executive VP and global head Joins AIG; and Former Lincoln Group exec moves...

The firm says the move provides enhanced benefits for advisers and their clients.

TIAA announces new president and CEO; Advisor Group brings in financial experts; managing director joins client development team at Strategic...

Private equity firms acquire Wells Fargo Asset Management; Voya Retirement expands small-mid market corporate team; and more.