Deals & People

Woodbury Financial partner recruits advisers to Greensboro location; MassMutual selects workplace solutions leader; NAGDCA elects 2020 governing officers; and more.

American Century selects chief marketing officer; GW&K adds members to advisory team; Alight Solutions announces new partnerships EVP; and more.

The deal announced by Creative Planning and America’s Best 401k shows recordkeeper consolidation is not just occurring at the top end of the market.

David Reich, Hub retirement and private wealth, says the latest acquisition will help the firm improve its retirement planning and financial wellness capabilities.

Transamerica hires RVP for large-market team; former Wells Fargo advisers open RIA firm; and past PIMCO and Goldman Sachs exec...

Hub International’s buying streak of retirement specialist brokerage and advisory firms continues.

WhartonHill’s leaders say they will also continue their partnership with both Global Retirement Partners and LPL Financial, “and look forward to expanding that relationship going forward.”

Hub’s buying streak of established retirement plan advisory firms continues with the acquisition of EPIC Retirement Services Consulting in New York. 

“We're excited for Barbara Delaney and the team to join Hub,” said David Reich, National President, Hub Retirement and Private Wealth.

With the acquisition of Washington Financial Group, HUB International has made public the first of a series of significant anticipated acquisitions of Global Retirement Partners firms.

DAC selects new institutional sales head; Cetera replaces general counsel; Seyfarth Shaw LLP announces ERISA expert as partner; and more.

Principal is incorporating capabilities from the Wells Fargo Institutional Retirement and Trust platform into its own proprietary recordkeeping system, which will serve Principal and transitioning Wells Fargo customers...

Cohen & Steers Creates Global Distribution Role; Voya Announces Hires in Retirement Strategic Growth Team; Heitman Selects Investment Executive to...

PLANADVISER Magazine needs your help in identifying the best retirement plan advisers in the country. The deadline for nominations is October...

Capital One acquires wealth management software company; Millennium Trust names first chief growth officer; Principal Global Investors hires CEO for...

BPAS names employees to sales roles; Texan Wealth Management firm joins CAPTRUST; Voya Retirement announces regional VP hires; and more.

Gramercy Funds hires global head of business development; Ascensus acquires retirement and benefits solution adviser; Private equity director joins Hirtle Callaghan; and...

BPAS and F&M Trust link regional retirement plan businesses; Grant Thornton adds Advisory Services principal; Nuveen updates portfolio management group...

Franklin Templeton Adds National DC Consultant; Schroders Grows West Coat Presence with Two Hires; Voya Hires Regional VP of Sales;...