Retirement Industry People Moves
Transamerica adds regional VPs to large-and-mid-market retirement plans; Broadridge acquires content management and automation firm; Principal Global Investors selects managing director; and more.
Broadridge Acquisition of Fi360 Underlines RIA Fiduciary Evolution
Leading up to its own acquisition by the larger Broadridge organization, Fi360 had been actively acquiring other fiduciary solutions firms, aiming to build a comprehensive suite of RIA services.
Retirement Industry People Moves
Acadian appoints leader of global client group; Empower adds CIO for IT leadership; TRA acquires retirement consulting and administration firms; and more.
Adviser M&A Acceleration Evident in Q3 Transaction Numbers
Registered investment adviser-focused deal volume for the first three quarters of 2019 has already surpassed last year’s total activity for the channel, according to Fidelity Clearing and Custody Solutions.
Advisers Giving Back: When People Need a Head Start
Retirement Industry People Moves
Woodbury Financial partner recruits advisers to Greensboro location; MassMutual selects workplace solutions leader; NAGDCA elects 2020 governing officers; and more.
Retirement Industry People Moves
American Century selects chief marketing officer; GW&K adds members to advisory team; Alight Solutions announces new partnerships EVP; and more.
Creative Planning Buys ‘Disruptor’ America’s Best 401k
The deal announced by Creative Planning and America’s Best 401k shows recordkeeper consolidation is not just occurring at the top end of the market.
Hub Acquires Inter-Mountain Retirement Partners (MRP)
David Reich, Hub retirement and private wealth, says the latest acquisition will help the firm improve its retirement planning and financial wellness capabilities.
Retirement Industry People Moves
Transamerica hires RVP for large-market team; former Wells Fargo advisers open RIA firm; and past PIMCO and Goldman Sachs exec joins Retiree, Inc.
Perennial Pension & Wealth Latest Hub Acquisition
Hub International’s buying streak of retirement specialist brokerage and advisory firms continues.
WhartonHill Joins Hub’s Growing Retirement Practice
WhartonHill’s leaders say they will also continue their partnership with both Global Retirement Partners and LPL Financial, “and look forward to expanding that relationship going forward.”
EPIC Retirement Services Acquired by Hub International
Hub’s buying streak of established retirement plan advisory firms continues with the acquisition of EPIC Retirement Services Consulting in New York.
Hub International Acquires StoneStreet
“We're excited for Barbara Delaney and the team to join Hub,” said David Reich, National President, Hub Retirement and Private Wealth.
Washington Financial Scooped Up By Hub International
With the acquisition of Washington Financial Group, HUB International has made public the first of a series of significant anticipated acquisitions of Global Retirement Partners firms.
Retirement Industry People Moves
DAC selects new institutional sales head; Cetera replaces general counsel; Seyfarth Shaw LLP announces ERISA expert as partner; and more.
Principal Reveals Eagerly Awaited Wells Fargo Platform Integration Strategy
Principal is incorporating capabilities from the Wells Fargo Institutional Retirement and Trust platform into its own proprietary recordkeeping system, which will serve Principal and transitioning Wells Fargo customers moving forward.
Retirement Industry People Moves
Cohen & Steers Creates Global Distribution Role; Voya Announces Hires in Retirement Strategic Growth Team; Heitman Selects Investment Executive to DC Practice; and more.
2020 Adviser of the Year Nominations Open
PLANADVISER Magazine needs your help in identifying the best retirement plan advisers in the country. The deadline for nominations is October 18th.
