Retirement Industry People Moves
Orion Advisor Solutions adds TAMP provider; Cetera selects business development head; MassMutual Advisors Association appoints president; and more.
Empower to Acquire Digital Adviser Personal Capital
Personal Capital will be positioned to serve plan participants who seek a combination of digital and human advice while helping to accelerate the capture of rollovers and other out-of-plan assets, the firms say.
Retirement Industry People Moves
TIAA announces additions to executive committee; TRA acquires retirement plan administrator; and Compass Advisors names retirement services director.
Retirement Industry People Moves
Wagner Law Group appoints ERISA attorney to ‘of counsel’; Financial Fitness promotes former executive VP; ProManage adds senior VP and consultant; and more.
Ambitious Firms Seeking Vertical Integration in the Financial Services Industry
Mergers and Acquisitions Hit Hard by COVID-19
Between March and May, there were only 10 RIA transactions and two IBD deals, according to Fidelity.
Retirement Industry People Moves
Nationwide selects retention leader; Sikich adds senior specialist to retirement plan services team; DWS announces changes to global business side; and more.
CAPTRUST Continues M&A Push With Lakeside Wealth Acquisition
The addition of the $1.6 billion firm underscores the convergence of retirement plan advising and wealth management practices.
Retirement Industry People Moves
Lyxor Asset Management selects CIO; MassMutual adds managing directors of U.S. regions; and TIAA financial solutions head resigns.
Government and Shareholders Approve Charles Schwab-TD Ameritrade Merger
Now that the deal has been formally approved, integration is expected to take between 18 to 36 months to complete following the close.
Retirement Industry People Moves
TRA adds newest regional sales consultant; Mercer selects responsible investment leaders; Newport acquires TPA business at Huntington National Bank; and more.
Retirement Industry People Moves
Strategic Investment Group names client development managing director; PGIM Investments hires VP of Retirement Investment Solutions; SS&C Technologies Holdings acquires Innovest Systems; and more.
Retirement Industry People Moves
Cetera announces additional teams and roles; Principal adds multiple sales team members; Schroders hires sales directors for regional teams; and more.
Goldman Sachs to Acquire Folio Financial
Financial services industry merger and acquisition activity has been affected the by coronavirus crisis, but deals continue to be inked—especially among firms looking to serve the needs of registered investment advisers.
Franklin Templeton Details Ambitious Technology Plans
With the acquisition of AdvisorEngine, Franklin Templeton expects to enable its independent adviser partners to efficiently deliver goals-based financial planning at scale—including in the retirement plan context.
Retirement Industry People Moves
FBi adds SVPs to growth and product lines; SageView selects chief advisory services officer; and BPAS APS promotes DB director.
Franklin Templeton Confirms Acquisition of AdvisorEngine Inc.
The digital wealth management platform serves some 1,200 financial advisory firms across the United States that collectively manage over $600 billion in assets.
Retirement Industry People Moves
MassMutual hires regional managing directors for retirement services; Callan names private equity SVP; and IRI adds changes to executive committee and board of directors.
Retirement Industry People Moves
RiskFirst adds leader of business development; The Wagner Law Group launches Bankruptcy and Restructuring practice; Alight Solutions announces new CEO; and more.
Retirement Industry People Moves
Man GLG announces head of Asia equities; Pacific Life adds sales SVP; Fiduciary Trust hires VP of client service team; and more.