Deals & People June 9th, 2024 Retirement Industry People Moves – 6/7/24 CFP Board appoints managing directors; Royal Bank taps Sanya as CEO of U.S. asset management; Aon names Reese CFO; and...
Deals & People June 4th, 2024 Ascensus Restructures Sales Team The tax-advantaged savings provider continues retirement division restructurings.
Deals & People June 4th, 2024 Empower Names Marta Norton Chief Investment Strategist Separately, J.P. Morgan appoints Shayan Hussain as head of US Investment Specialists.
Deals & People June 3rd, 2024 Goldman Sachs Recruits New Leader of DC Large Market Institutional Sales Heidi Walsh is joining from T. Rowe Price to work on investments, advisory services and financial wellness topics with the...
Deals & People May 31st, 2024 Retirement Industry People Moves – 5/31/24 3(38) Investment Fiduciaries adds director of investments; Freedom Fiduciaries hires retirement plan consultant; Miller to lead AssuredPartners retirement services practice;...
Deals & People May 28th, 2024 Advisory M&A News – 5/28/24 Waverly Advisors acquires Derbend Asset Management; Cetera adds partners at Wilde Wealth Management; Modern Wealth expands into 2 new locations.
Deals & People May 24th, 2024 Retirement Industry People Moves – 5/24/24 Hopkins elevated to chief wealth officer at WSFS; Abrdn CEO steps down as asset manager searches for a replacement; Principal...
Deals & People May 22nd, 2024 Mariner Begins Market Push as $230B Retirement, Wealth Advisory The head of Mariner’s new institutional retirement division says plan sponsor demand for wealth services was part of the decision...
Deals & People May 21st, 2024 Institutional Retirement Income Council Names New Executive Director Kevin Crain, the former the head of retirement research at Bank of America, succeeds Michelle Richter-Gordon in the lead role...
Deals & People May 20th, 2024 Advisory M&A News – 5/20/24 Blue Ridge Associates acquires TSC 401K; Alerus Financial Corporation and HMN Financial announce strategic transaction; Bluespring Wealth Partners acquires KDI...
Deals & People May 17th, 2024 Retirement Industry People Moves – 5/17/24 Mercer promotes Martine Lellis to M&A lead; The Retirement Advantages hires a plan consultant; Empower announces chief compliance officer; and...
Deals & People May 17th, 2024 Principal to Expand ESOP Business Via Acquisition from Ascensus The firm will add 800 plans and more than 165,000 participants to its leading ESOP position in the U.S.
Deals & People May 16th, 2024 MassMutual Names Elizabeth Forget as Head of Product Also, Lincoln appoints Brian Kroll to head of retail life and annuity solutions.
Deals & People May 16th, 2024 Charles Schwab Names New Advisory Services Head Veteran Bernie Clark is moving into an advisory role as Jon Beatty is promoted to lead RIA custody services.
Deals & People May 15th, 2024 BlackRock’s Retirement Lead Ackerley Moving to Senior Adviser Role The head of the firm’s retirement group will move into an advisory position in July as part of a global...
Deals & People May 15th, 2024 Vanguard Taps Former BlackRock Divisional Head for CEO Vanguard appoints iShares head Salim Ramji to succeed Tim Buckley in July, the firm’s first external hire to the top...
Deals & People May 13th, 2024 Advisory M&A News – 5/13/24 J.P. Morgan Wealth Advisors Snags $28B Merrill Team; NFP’s Wealthspire to acquire $420M Ohio RIA; Carson Wealth fully acquires partner...
Deals & People May 13th, 2024 Edelman Financial Continues Wealth Management Push with First Deal of 2024 The leading 401(k) managed account provider continues to build out its wealth planning footprint with acquisition of $453 million Soundmark.
Deals & People May 10th, 2024 Retirement Industry People Moves – 5/10/24 Riley joins NEPC defined contribution team; AdvicePay promotes Lewis to president; OneDigital adds Flach as senior consultant; and more.
Deals & People May 8th, 2024 Announcing the PLANADVISER Emerging Leaders Recognition Nominations for the inaugural class of Emerging Leaders may be made through June 14.