Deals & People

TIAA promotes Hester to chief legal officer; Franklin Templeton appoints head of custom client solutions; Aon names a chief strategy...

We will recognize the next generation of leaders across the retirement plan advisory industry.

We are looking for retirement plan advisory firm non-adviser leaders who “make practices run.”

T. Rowe Price, Alpha Wave Global, and Temasek were among the investors in the insurance broker and financial services firm.

Schwab Advisor Services names managing director of relationship management; Manulife John Hancock Investments names a retirement investment consultant; Nationwide Retirement...

Edward Jones announces changes to executive team; Paul Mahon to retire from Great-West Lifeco; Lincoln Financial names two external wholesalers;...

David Gillman joins Absolute Capital as regional VP; Hartford Funds expands RIA sales and business development teams; BNY Investments names...

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.