Deals & People

The acquisition, which brings over $180 billion in assets under management, will also give Nomura a wealth management channel in...

He will lead the financial wellness platform’s development amid the growing demand for personalized coaching solutions.

Nationwide Retirement Solutions names a mid-market acquisition director; Groom Law Group expands its retirement and fiduciary practice; Cache appoints heads...

Mustafa Faizani will assume a new role as the executive vice president of U.S. employee benefits and retirement and private...

The U.S. insurance business brand will continue to operate as John Hancock.

Guardian Life’s internal fixed-income investment staff will join Janus Henderson, which will now manage the insurer’s $45 billion investment-grade fixed-income...

Allspring Global Investments to get new CEO; Wellington Management names head of US wealth; WTW makes Health, Wealth & Career...

It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL platform...

IRI elects a new board chair; Janus Henderson hires a head of North America Institutional; MissionSquare Retirement hires a new...

The Financial Planning Association and the “Journal of Financial Planning” announced the academic researchers who earned the 2024 Best Research...

Neuberger Berman appoints consultant relations managing director; Morgan Stanley hires head of OCIO; Prudential gets head of distribution, voluntary and...

New CTO at Carson Group; Mesirow Wealth Management hires Gary Pattengale; Kristin McCarthy named head of product at PCS Retirement;...

Janet Dhillon was the Equal Employment Opportunity Commission chair under President Donald Trump.

Voya revises workplace solutions leadership; Endeavor Retirement adds Christine Masoni; Sarah Mouser joins Verdence Capital Advisors and more.

Renamed as Prime Capital Family Office, the Austin-based team will focus on ultra-high-net-worth clients.  

Principal appoints head of retirement solutions; benefits attorney joins Wagner Law Group; Variant Investments appoints head of institutional sales; and...

Wong was previously head of retirement platforms at J.P. Morgan Asset Management.

M&A deals with private equity backing have surged over the past decade, according to Fidelity.

The transaction will expand Great Gray’s presence in the retirement plan advisory market.

Marsh McLennan’s Mercer to acquire SECOR Asset Management; Creative Planning acquires Maxwell Wealth Strategies.