Deals & People

Advisers named to the list will be celebrated at the PLANADVISER Industry Leader Awards in May.

Segal appoints new CEO; MissionSquare hires head of fixed income; Envestnet appoints chief marketing officer; and more.

The consultancy’s former principal and head of defined contribution solutions succeeds Bill Ryan, who departed on December 12.

The Atlanta-based firm deals solely with employee benefits law.

Mercer Global Advisors closes 2 acquisitions, adds $905M in client assets; Genesis Wealth adds 2 advisers with $650M in client...

The registered investment adviser, based in Austin, Texas, will operate under Cerity’s name.

AllianceBernstein has named Onur Erzan as president, a role that was previously held by CEO Seth Bernstein since 2017.

Wealth Enhancement will acquire Aegis Financial and Dent Wealth Advisors; and United Capital Financial Advisors acquires Groebl Brothers.

James A. Klein and Mathew Greenwald were recognized for ‘preserving, protecting and enhancing’ retirement security and benefits.

Janus Henderson will keep its current management team, including CEO Ali Dibadj, and main offices in London and Denver.

NFP promotes Adam Favale to head of M&A; Fiduciary Trust International taps new wealth director; Domain Money Advisors appoints new...

ECPI Group SRL, which offers data analysis tool sets for institutional investors, was acquired from Confluence Technologies.

He will serve as director of Prime Capital Retirement’s fiduciary and ERISA practice.

Mike Goss will serve as both chief revenue officer of Wealthspire and president of Wealthspire Institutional.

Osaic acquires $1.1B Veater Financial Group; Wealth Enhancement Group buys $476M hybrid RIA; Mercer Advisors expands in Idaho with McConnell...

Ryan will assume the newly created role on January 5.

Zocks appoints AI education leader; Callodine Group hires head of intermediary distribution; NFP promotes Caleb Noel to chief financial officer;...

Tim McCusker will take the reins from current CEO Michael Manning in January 2027.

Creative Planning acquires Marshall Financial Group; Prudential Advisors welcomes Raymond James adviser team; South Carolina firm joins Osaic; and more.

Thoughts from Alvaro Galvis, with Merrill Lynch.