Deals & People

Mariner completes acquisitions of Atlas Financial and Newport Advisory; Alera Group acquires Spike Risk Management; Mercer Advisors welcomes all-woman advisory...

The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.

Bisignano’s background signals he will be more focused on seeking efficiencies and administration than any policy reform efforts.

Collins joins Alerus as retirement sales consultant; Vanguard strategy head to retire; Wagner Law brings on new employee benefits attorney;...

Executive departures signal more reshuffling at the $38 billion advisory.

The acquisition of the Maryland-based plan consultant closed on December 2.

Charles Lowrey will remain chairman, with Andrew Sullivan running the insurer and asset manager and Jacques Chappuis taking over as...

Thomas Gahan will now lead Western Asset Management Co., while former CEO James Hirschman becomes chairman.

Hassett is known in the retirement industry for a paper he co-authored that expressed support for creating something similar to...

Avantax welcomes independent financial adviser; Hexure and Luma expand partnership to offer integrated life insurance and annuity solutions; NorthStar Insurance...

The EBSA head discusses the importance of the DOL continuing to do outreach on retirement savings to participants on the...

Oregon representative Lori Chavez-DeRemer also comes with pro-labor record that may give pause to Republican Senators.

Conti has rejoined the organization for third-party administrators following the retirement of Ann Slotwinski.

Jared Copinga joins Prime Capital Financial; MAG Wealth Management acquires Ovation Wealth Advisors; Summit Financial secures $420M with 3 minority...

President-elect Donald Trump announced his intent to nominate Rep. Lori Chavez-DeRemer, an Oregon Republican, to head the Department of Labor.

Illinois-based Karel-Gordon works with financial advisers to create qualified retirement plans.

Hartford Funds names Mackay as head of distribution; Mercer appoints Penner as U.S., Canada career leader; The Standard hires Tucci...

The firm known for stock trading will connect users to financial advisers, expanding further into financial services after entering retirement...

Phil Witherington, president and CEO of Manulife Asia, has been named Gori’s successor.

CAPTRUST adds Boston Financial Management; Mercer Advisors acquires Chapel & Collins, Waypoint Capital Advisors; Integrated Partners expands with Generation Capital...