Deals & People March 18th, 2024 Advisory M&A News – 3/18/24 Savvy Advisors adds principal wealth managers; Merit Financial Advisors partners with Viren and Associates.
Deals & People March 15th, 2024 Mercer Completes Acquisition of Vanguard’s Outsourced Investment Officer Business Marc Cordover, Mercer’s US investments and retirement leader, will lead the newly acquired division.
Deals & People March 15th, 2024 Retirement Industry People Moves – 3/15/24 Definiti appoints Andreski CEO, adds sales and ERISA leadership; Morgan Stanley taps AI division head; MFS Names Alison O’Neill as CIO;...
Deals & People March 12th, 2024 Nepsis Expands Retirement Plan Division With Retirement Plan Specialist Add Trenton Hazen will bring retirement plan expertise to the advisory.
Deals & People March 11th, 2024 Advisory M&A News – 3/11/24 Bluespring Wealth announces merger of Retirement Wealth Specialists and Security Financial Management; Moneta acquires Juniper Wealth Advisors; Integrated Partners adds...
Deals & People March 11th, 2024 Modern Wealth Adds $1.2B Retirement Plan Advisory The retirement head from acquisition Beltz Ianni & Associates notes a desire to grow the firm with Modern Wealth’s additional...
Deals & People March 8th, 2024 Retirement Industry People Moves – 3/8/24 Alerus adds retirement sales consultant; Voya hires sales director; PSC retirement gets new CEO with PE deal; and more.
Deals & People March 8th, 2024 Prudential, RGA Assume Verizon Pension Obligations of $5.9B The telecom giant announced the pension risk transfer through its purchase of single-premium group annuity contracts covering 56,000 retirees.
Deals & People March 5th, 2024 Aptia Announces Jeff Williams as US President Williams will oversee Aptia’s benefits administration services book of business.
Deals & People March 4th, 2024 Advisory M&A News – 3/4/24 PCS Retirement announces investment from Lee Equity Partners; Guthrie Rouner Group joins Ameriprise Financial; Robertson Stephens Wealth Management acquires the...
Deals & People March 1st, 2024 Retirement Industry People Moves – 3/1/24 SageView names Cowell director of participant education and engagement; The Standard appoints Maixner to national accounts sales director for retirement...
Deals & People February 29th, 2024 Vanguard CEO Buckley to Step Down This Year The asset manager’s board will commence a search among internal and external candidates, while CIO Greg Davis has added the...
Deals & People February 27th, 2024 Voya Creates Team Focused on Managed Accounts The specialist group will work to increase managed account participant usage and distribution across Voya platforms.
Deals & People February 26th, 2024 Advisory M&A News – 2/26/24 The Retirement Planning Group acquires Dightman Capital Group; Marsh McLennan Agency to acquire Querbes & Nelson and Louisiana Companies; and...
Deals & People February 23rd, 2024 Retirement Industry People Moves – 2/23/24 Alerus names retirement services officer; FINRA appoints new board members; and T. Rowe board chair Stromberg steps down.
Deals & People February 20th, 2024 Advisory M&A News – 2/20/24 OneDigital pens deal for $2.6B retirement plan advisory from Wintrust Financial; Curio Wealth created from Bay Point; and Berger makes...
Deals & People February 16th, 2024 Retirement Industry People Moves – 2/16/24 Alerus names retirement sales consultant; Vestwell appoints pair of regional VPs; Wagner Law Group adds to Taft-Hartley practice; and more.
Deals & People February 13th, 2024 LPL Financial to Add $100B Atria Wealth Solutions LPL will pay $805 million upfront for the acquisition through a combination of cash and debt; it expects to close...
Deals & People February 12th, 2024 Advisory M&A News – 2/12/24 Former Goldman wealth adviser creates RIA for business owners; Private Advisor Group adds $120M firm; and CBIZ bolsters tax and...
Deals & People February 9th, 2024 Retirement Industry People Moves – 2/9/24 TIAA’s Stickrod gets expanded lifetime income role; T. Rowe promotes veterans in retirement and wealth services shuffle; SEI hires a...