Deals & People

O’Reilly LLC joins Osaic affiliate; Wealth Enhancement acquires Weinand Financial; and Equitable Advisors adds 2 advisers with $110 million in...

The RIA, owned by Carlyle, acquired two wealth-focused firms.

Ascensus is keeping its leadership team and service model.

Yaqub Ahmed leaves Franklin Templeton after 17 years with its retirement team.

Citi Wealth names new head of wealth planning; Arden Trust Co. names a new president; Manulife John Hancock Retirement makes...

Fulton’s background includes accounting, tech startups and mergers and acquisitions.

The transaction will deepen the company’s custom portfolio and investment lineup service capabilities.

The firm announced new leadership responsibilities for its heads of artificial intelligence across its investment, distribution and risk functions.

Merit Financial Advisors acquires $900M firm; Cetera adds $240M former Commonwealth advisers; Prudential Advisors taps Ameriprise adviser; and more.

The recent acquisitions of NEOS Investments and Innovator Capital Management more than triple Goldman Sachs’ assets in exchange-traded funds.

The new division of the $73.6 billion retirement firm includes a robo-adviser and a brokerage account.

The executive previously served at OneDigital and the Alera Group.

Cornerstone Research names Bryan Ricchetti CEO; Franklin Templeton expands global client group leadership; The Standard names Tony McMasters regional VP...

As part of the transaction, Abry Partners is exiting its investment with Prime Capital Financial.

Your next listen does not have to be a client call.

Blue Barn Wealth, Paragon Private Wealth partner with Savvy; Aspen Standard Wealth acquires Denver Private Wealth Management; WestKai Private Wealth...

The asset manager’s Texas hub will focus on developing technology and ‘emerging and new businesses.’

Guardian Life names Kevin Luebbers head of distribution; MAP Retirement appoints Echo Robinson regional VP of sales; and Chantel Sheaks...

The firm named new leaders of its defined contribution and defined benefit distribution teams.

The spinoff firm will focus on retirement, insurance and payroll services, with backing from private equity firm New Mountain Capital.