Deals & People

Retirement Industry People Moves

SageView Advisory Group acquires Los Angeles-based wealth management firm; OneAmerica brings aboard new head of retirement business development; NFP appoints surety leader in Canada; and more.

Art by Subin Yang

Retirement Industry People Moves

Mercer Advisors makes three acquisitions; retirement and wealth management firm kPlans joins SageView Advisory Group; Prudential hires a global head of digital products; and more.

Art by Subin Yang

Retirement Industry People Moves

Creative Planning acquires Ferris Capital; Envestnet strengthens its retirement solutions ecosystem with new acquisition; TIAA appoints chief institutional client officer; and more.

Art by Subin Yang

Retirement Industry People Moves

J.P. Morgan Asset Management hires new global head of broker relationship management; Mercer Appoints New West market wealth business leader; Two advisory teams managing nearly $400 million join Cetera; and more.

Art by Subin Yang

Retirement Industry People Moves

Smart hires group sustainability director; SageView adds government and public sector retirement plan expert; and Adviser Group adds business strategies and compliance expert.

Art by Subin Yang

Retirement Industry People Moves

Nationwide hires brokerage annuity distribution leader; LPL Financial names chief product officer and national sales and marketing leader; Schroders appoints senior sub-advisory sales professional; and more.

Art by Subin Yang

Retirement Industry People Moves

Voya hires national third-party administrator relationship manager; OneAmerica promotes sales, business veteran to key regional leadership spot; Goldman Sachs to acquire NextCapital Group; and more.