Deals & People

The former CFO will take the president role from CEO and chairman of the board Dan Houston, who will maintain...

Ascensus hires new nonqualified plan head from MassMutual; July hires national sales lead and promotes former sales director to lead...

NewEdge Wealth grows RIA footprint; Summit Trail adds 10th advisory office to national network; Avantax brings on adviser with $60M...

World Investment Advisors hires CFO; The Standard hires Daniel Kretz as retirement plans VP for Maryland and D.C.; Mercer promotes...

Cetera’s TRPG acquires $180M advisory; Carson Group adds Texas-based advisory to network; Equita Financial adds 3 women-owned firms to advisory...

Parra will oversee the firm’s business strategy for its alternatives platform.

Prime Capital Financial appoints new regional wealth management lead; CFP Board names new managing director; John Hancock adds 2 trustees...

The digital recordkeeper has a new tax-deferred savings program that makes automatic contributions dependent on when it rains in the...

The aggregator bought the assets of Christopher Clark’s 401(k) advisory, with Clark joining a Hub private wealth office in California.

The addition comes after Prime Pensions received PE backing from Lightyear Capital earlier this year.

Alight announced that Stephan Scholl will continue as CEO and director until a replacement is confirmed.

Deana Calvelli will report to Joel Shapiro, head of retirement at Aon’s NFP.

Bluespring Wealth Partners acquires $1.35B Rodgers & Associates Wealth Advisers; Sentinel Advisory Group, with $300M in client assets, joins Commonwealth...

The Wagner Law Group hires 3 senior attorneys; Prime Capital announces promotion of VanderLinde to president of Liberty Wealth Advisors;...

The aggregator pens its 18th acquisition in 2024 by bringing on $1.6 billion ASI Wealth Management.

Founder and VP of Money Quotient named winner of the 2024 P. Kemp Fain, Jr., Award given to a financial...

Plan adviser Wendy Eldridge joins from Marcum Wealth to connect wealth and retirement plan practices.

The former head of distribution will lead the retirement income design company that has partnered with State Street on an...

Andre Robinson will succeed Deanna Santana, who served as acting CEO and president since 2023.

PLANADVISER talks with this year’s individual Vision Awards winner about the retirement conference at the front of a trend of...