Deals & People

Personal Capital will be positioned to serve plan participants who seek a combination of digital and human advice while helping to accelerate the capture of rollovers and other...

TIAA announces additions to executive committee; TRA acquires retirement plan administrator; and Compass Advisors names retirement services director.

Wagner Law Group appoints ERISA attorney to ‘of counsel’; Financial Fitness promotes former executive VP; ProManage adds senior VP and...

Between March and May, there were only 10 RIA transactions and two IBD deals, according to Fidelity.

Nationwide selects retention leader; Sikich adds senior specialist to retirement plan services team; DWS announces changes to global business side;...

The addition of the $1.6 billion firm underscores the convergence of retirement plan advising and wealth management practices.

Lyxor Asset Management selects CIO; MassMutual adds managing directors of U.S. regions; and TIAA financial solutions head resigns.

Now that the deal has been formally approved, integration is expected to take between 18 to 36 months to complete following the close.

TRA adds newest regional sales consultant; Mercer selects responsible investment leaders; Newport acquires TPA business at Huntington National Bank; and...

Strategic Investment Group names client development managing director; PGIM Investments hires VP of Retirement Investment Solutions; SS&C Technologies Holdings acquires...

Cetera announces additional teams and roles; Principal adds multiple sales team members; Schroders hires sales directors for regional teams; and...

Financial services industry merger and acquisition activity has been affected the by coronavirus crisis, but deals continue to be inked—especially among firms looking to serve the needs of...

With the acquisition of AdvisorEngine, Franklin Templeton expects to enable its independent adviser partners to efficiently deliver goals-based financial planning at scale—including in the retirement plan context.

FBi adds SVPs to growth and product lines; SageView selects chief advisory services officer; and BPAS APS promotes DB director.

The digital wealth management platform serves some 1,200 financial advisory firms across the United States that collectively manage over $600 billion in assets.

MassMutual hires regional managing directors for retirement services; Callan names private equity SVP; and IRI adds changes to executive committee...

RiskFirst adds leader of business development; The Wagner Law Group launches Bankruptcy and Restructuring practice; Alight Solutions announces new CEO;...

Man GLG announces head of Asia equities; Pacific Life adds sales SVP; Fiduciary Trust hires VP of client service team;...

Mercer adds health and benefits consultant in California office, and Ascensus names retirement plan VP for western division.