OneDigital names vice president of product; Advisor Group acquires Infinex; T. Rowe Price appoints senior ESG leader; Voya hires chief information security officer; and more.
Smart hires group sustainability director; SageView adds government and public sector retirement plan expert; and Adviser Group adds business strategies and compliance expert.
CFP Board appoints head of research; Mercer Advisors acquires HYA Advisors; attorney returns to the Wagner Law Group as principal; and more.
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.
OneDigital hires chief information officer; the CFP Board appoints new chief financial officer; Alight hires wealth consultant relations director; and more.
AssetMark appoints new chief investment officer; AIG names new chief investment, risk and underwriting officers; Verus adds two senior consultants in Chicago; and more.
Gallagher joins Advisor Group through its affiliation with network partner Triad Advisors.
HUB International acquires 401(k) Advisors; Creative Planning acquires Resource Management; GW&K Investment Management names new partner; and more.
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.
NFP acquires Achilles & Associates, expanding insurance and benefits capabilities, while The Standard hires new retirement plan consultant.
Although the substantial market volatility seen in early 2022 has the potential to slow M&A activity, the fundamental drivers remain intact and will continue to drive future activity, according to Piper Sandler.
SageView Advisory Group adds new head of wealth management; Transamerica names new president of individual solutions; Robeco appoints head of alternative alpha research; and more.
The acquisition will bring some $80 billion in assets from across the Pensionmark network to World Insurance Associates, a national full-service insurance brokerage firm.
The appointment of Jim Dario as head of wealth management comes as SageView increases its focus on this strategic area of its business—mirroring the actions of other national retirement plan advisory shops.
Independent Financial Group adds senior vice president; IRI names two new members to board of directors; Ameritas announce new executive vice president; and more.
HUB announces acquisition of Taylor Advisors; PGIM names head of DC Solutions business; OneAmerica hires leader for Participant Workplace Solutions team; and more.
With the acquisition’s completion, Principal Custody Solutions can now serve institutional clients of all sizes with both retirement and non-retirement custodial and trust solutions.
M&T Bank and Wilmington Trust leader Bill Farrell announces retirement; Hub International expands capabilities in California with new acquisition; Creative Planning acquires Paradigm Financial Advisors; and more.