Deals & People

Mesirow acquires Price Wealth Management; Wealth Enhancement Group acquires Levy Wealth Management Group; Hub International adds assets of Flexible Benefits...

Prime Pensions adds leadership positions; Alera Group promotes Blue to CEO; Vision Financial of Des Moines hires retirement plan relationship manager; and more.

The acquisition is the largest for Alera’s retirement plan services division and more than doubles its total assets.

The Mercer adviser team adds to its footprint in the Northeast with the high-net-worth specialist.

Corebridge elects Bousa to board of directors, appoints Moore as retirement services EVP; Maryland State Retirement Agency names Kim deputy...

Sequoia Financial Group will acquire Eide Bailly’s wealth management unit in exchange for an equity stake in Sequoia.

The deal will tee up about 1,500 TIAA employees in the U.S. and India to move to Accenture, while TIAA...

Rise Growth Partners Announces first strategic investment in Bleakley Financial Group; Sanctuary welcomes $400 million North Carolina-based TOVA Wealth; DFA...

The vice chair of the board will elevate to CEO so he can ‘hit the ground running,’ according to the...

Cetera appoints Mackay president of Cetera Solutions; Vanguard announces Robinson as general counsel; OneDigital welcomes Grier as managing principal; and...

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.