Deals & People March 27th, 2024 Ascensus to Acquire Mutual of Omaha’s 401(k) Business Retirement services provider will add $3.9B in assets after providing outsourced recordkeeping to retirement division for years.
Deals & People March 27th, 2024 Private Equity’s Role Continues, With Shifts, in Retirement/Wealth Convergence The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to...
Deals & People March 27th, 2024 SageView Names New CFO, Adds Chief Growth Officer The advisory announced two C-suite hires to prepare for the “next stage of growth strategy.”
Deals & People March 25th, 2024 Advisory M&A News – 3/25/24 Kingswood, Wentworth announce merger to form Binah Capital Group; Osaic adds Father/Daughter Duo; OneDigital acquires Creative Business Resources.
Deals & People March 25th, 2024 Former Fidelity Private Wealth Head Joins Empower’s Wealth Division Roger Hobby was hired by Empower to a senior role in its recently rebranded consumer wealth division; he is the...
Deals & People March 22nd, 2024 Retirement Industry People Moves – 3/22/24 The Retirement Advantage expands consulting team; Pantheon announces leadership succession plan; Noble appoints Johnson head of global client solutions; and more.
Deals & People March 18th, 2024 Advisory M&A News – 3/18/24 Savvy Advisors adds principal wealth managers; Merit Financial Advisors partners with Viren and Associates.
Deals & People March 15th, 2024 Mercer Completes Acquisition of Vanguard’s Outsourced Investment Officer Business Marc Cordover, Mercer’s US investments and retirement leader, will lead the newly acquired division.
Deals & People March 15th, 2024 Retirement Industry People Moves – 3/15/24 Definiti appoints Andreski CEO, adds sales and ERISA leadership; Morgan Stanley taps AI division head; MFS Names Alison O’Neill as CIO;...
Deals & People March 12th, 2024 Nepsis Expands Retirement Plan Division With Retirement Plan Specialist Add Trenton Hazen will bring retirement plan expertise to the advisory.
Deals & People March 11th, 2024 Advisory M&A News – 3/11/24 Bluespring Wealth announces merger of Retirement Wealth Specialists and Security Financial Management; Moneta acquires Juniper Wealth Advisors; Integrated Partners adds...
Deals & People March 11th, 2024 Modern Wealth Adds $1.2B Retirement Plan Advisory The retirement head from acquisition Beltz Ianni & Associates notes a desire to grow the firm with Modern Wealth’s additional...
Deals & People March 8th, 2024 Retirement Industry People Moves – 3/8/24 Alerus adds retirement sales consultant; Voya hires sales director; PSC retirement gets new CEO with PE deal; and more.
Deals & People March 8th, 2024 Prudential, RGA Assume Verizon Pension Obligations of $5.9B The telecom giant announced the pension risk transfer through its purchase of single-premium group annuity contracts covering 56,000 retirees.
Deals & People March 5th, 2024 Aptia Announces Jeff Williams as US President Williams will oversee Aptia’s benefits administration services book of business.