Deals & People

Nicolet National Bank brings on new wealth, private client services head; Standard appoints new corporate actuary and chief risk officer;...

Retirement services provider will add $3.9B in assets after providing outsourced recordkeeping to retirement division for years.

The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to...

The advisory announced two C-suite hires to prepare for the “next stage of growth strategy.”

Kingswood, Wentworth announce merger to form Binah Capital Group; Osaic adds Father/Daughter Duo; OneDigital acquires Creative Business Resources.

Roger Hobby was hired by Empower to a senior role in its recently rebranded consumer wealth division; he is the...

The Retirement Advantage expands consulting team; Pantheon announces leadership succession plan; Noble appoints Johnson head of global client solutions; and more.

Savvy Advisors adds principal wealth managers; Merit Financial Advisors partners with Viren and Associates.

Marc Cordover, Mercer’s US investments and retirement leader, will lead the newly acquired division. 

Definiti appoints Andreski CEO, adds sales and ERISA leadership; Morgan Stanley taps AI division head; MFS Names Alison O’Neill as CIO;...

Trenton Hazen will bring retirement plan expertise to the advisory.

Bluespring Wealth announces merger of Retirement Wealth Specialists and Security Financial Management; Moneta acquires Juniper Wealth Advisors; Integrated Partners adds...

The retirement head from acquisition Beltz Ianni & Associates notes a desire to grow the firm with Modern Wealth’s additional...

Alerus adds retirement sales consultant; Voya hires sales director; PSC retirement gets new CEO with PE deal; and more.

The telecom giant announced the pension risk transfer through its purchase of single-premium group annuity contracts covering 56,000 retirees.

Williams will oversee Aptia’s benefits administration services book of business.

PCS Retirement announces investment from Lee Equity Partners; Guthrie Rouner Group joins Ameriprise Financial; Robertson Stephens Wealth Management acquires the...

SageView names Cowell director of participant education and engagement; The Standard appoints Maixner to national accounts sales director for retirement...

The asset manager’s board will commence a search among internal and external candidates, while CIO Greg Davis has added the...

The specialist group will work to increase managed account participant usage and distribution across Voya platforms.