Deals & People

U.S. Retirement & Benefits Partners specializes in K-12, governmental, corporate and nonprofit retirement plans.

PCS makes additions to leadership team; Raymond James Financial acquires NWPS; and more.

Advisor Group and Securities America recruit Gaulden & Associates; NTSA hires executive director; retirement services SVP joins PlanMember; and more.

Global Client Group head joins AB; Alger hires SVP and institutional team co-head; The Standard hires retirement plan consultant for...

Beacon Pointe Advisors merges with CBD Wealth Management; Strategic Benefits Advisors hires leader of DB administration team; and Nationwide hires...

Strategic Development VP joins Pentegra; PCS Retirement adds new hires to marketing department; TIAA president and CEO announces retirement; and...

Newport purchases PAi; Hub acquires Leading Edge businesses; and more.

The pandemic-triggered recession has not slowed down merger and acquisition activity in this space, as yet another PLANADVISER Top 100 firm has been acquired by HUB International.

OneDigital acquires Berkshire employee benefits division; SageView Advisory Group hires institutional client relationship leaders; Janus Henderson investors selects ESG global...

TRA hires Texas and Louisiana regional sales consultant; DWS selects head of wealth practice; Bar Harbor Trust Services announces new...

OneAmerica adds regional sales director for Michigan clients; Dimensional Fund Advisors names capital markets head; Findley to join USI; and...

Ameritas announces new officer elections; TRA acquires retirement solutions firm; Northern Trust lengthens partnership with Driehaus; and more.

The Standard selects employee benefits lead and Rebalance names retirement services VP.

The move to acquire Eaton Vance, a provider of investment strategies and wealth management solutions, underscores Morgan Stanley’s goal to create a holistic advisory, investment management and brokerage...

Experts say it’s a seller’s market, and the consolidation of the industry will yield better services for retirement plan participants.

Nova 401(k) Associates names new attorney and consultant; Lockton Pacific adds employee benefits VP and producer; and CC Capital and...

The Fifth Third retirement plan business comprises more than 475 workplace savings plans populated by approximately 100,000 participants with $6.21 billion in assets.

Schroders selects fixed income head and CalPERS names private equity investment director.

Larger, more established firms are acquiring wealth management and RIA firms.