Deals & People

GW&K promotes Michael Clare to president; Jason Levy promoted to head of retirement policy at Great Gray; Hashdex appoints Mick...

Osaic adds $325M women-led team; Aspen Standard buys $1B BlueSky Wealth Advisors; Beddow Capital Management joins First Manhattan; and more.

Beacon Pointe Advisors names new CEO; iPipeline appoints new chief revenue officer; Lenox Advisors hires new senior VP; and more.

The bid is 16% greater than Trian Fund Management’s acquisition price for the asset manager.

After 14 years at Franklin Templeton, Murphy will lead sales initiatives for the iJoin fintech platform.

CAPTRUST adds Tampa adviser team; OneDigital acquires Derse Morgan Financial Advisors; Osaic Channel welcomes $1.2 billion Bard Financial Services; and...

Gimarelli joins Sowell as chief development officer; World Investment Advisors taps Sheftic as chief growth officer; AE Wealth appoints Larson...

Mai Capital Management acquires Loc Investment Advisers; First Northern Advisors acquires Beacon Wealth Strategies; Fiduciary Services Group acquires Future Planning...

Citi hires heads of multi-asset-class solutions, portfolio construction; Hub International appoints vice president, private client risk adviser; and more.

The deal, which will create a firm with nearly $2.5 trillion in assets under management, is expected to close during the...

Osaic Affiliates With 2 Firms From LPL Financial; CAPTRUST acquires Alpha Cubed Investments; Bluespring Wealth Partners adds $2.3B with New...

The combined firm will have $1.3 trillion in assets and aim to serve a broader range of institutions.

FINRA elects chair of its National Adjudicatory Council; Prosperity Life Group names its president of retail life and annuity; and...

CAPTRUST grows in Kansas City with Meritage Portfolio Management acquisition; Cetera strengthens RIA platform with Plains Wealth Management; Merit Financial...

The newly created role is intended to lead efforts to help advisers scale faster and operate more efficiently.

Pinnacle Associates appoints Amy Pastorino director of financial planning; Sowell Management promotes Daryl Seaton to CEO; and more.

Cetera acquires $1.9B Louisiana firm; Bluespring Wealth Partners, Coghill Investment Strategies announce partnership; Mission Wealth merges with PBL Wealth Management;...

Hess was previously the executive director of DCIIA’s Retirement Research Center.

The new executive will lead growth in Ubiquity Retirement + Savings’ small business retirement platform, with a focus on partnerships.

Kestra Financial names new head of advanced planning; OneDigital names 3 new leaders; MissionSquare adds 2 hires to managed accounts...