Deals & People

Baird selects CAIS to centralize alternative investments; Cerity Partners merges with Agility in OCIO push; Ameritas works with Pontera to...

Vanguard to shed its individual 401(k), Multi-SEP, and SIMPLE IRA Plans.

The Paris-based asset manager Amundi will cede its U.S. business to Victory in exchange for a 26.1% stake in the...

Modern Wealth Management appoints Del Col to head advisory services; Waverly Advisors acquires McShane Partners; Chairez joins Ameriprise.

David Bailin, who ran the investment office of Citi’s wealth division, is leaving May 15.

Fava, Carter join Carson Group; Hub adds managing director of M&A and CMO; Farrell named retirement plan services director at...

Ron Carson will move to the role of chairman, names current Chief Strategy Officer Burt White to take the head...

Firm connecting financial advisers to 401(k) investments brings executives with experience from firms including Edelman Financial Engines, Voya, and Principal.

Sequoia Financial Group acquires Houston-based AltruVista; Evermay Wealth Management announces acquisition of Insight Wealth Management; RIA EP Wealth Advisors adds...

NEPC Hires O’Connor to head DC as Ryan is promoted to team lead; top adviser DeBello joins CAPTRUST; LeafHouse promotes...

The retirement advisory announced enhancements to its PEP with the Standard, along with a small market partnership with Vestwell and...

Both firms made additions to expand their respective retirement plan and wealth management footprints in the state.

Nicolet National Bank brings on new wealth, private client services head; Standard appoints new corporate actuary and chief risk officer;...

Retirement services provider will add $3.9B in assets after providing outsourced recordkeeping to retirement division for years.

The impact of PE capital looks set to continue, but with evolutions that may be important for plan advisers to...

The advisory announced two C-suite hires to prepare for the “next stage of growth strategy.”

Kingswood, Wentworth announce merger to form Binah Capital Group; Osaic adds Father/Daughter Duo; OneDigital acquires Creative Business Resources.

Roger Hobby was hired by Empower to a senior role in its recently rebranded consumer wealth division; he is the...

The Retirement Advantage expands consulting team; Pantheon announces leadership succession plan; Noble appoints Johnson head of global client solutions; and more.

Savvy Advisors adds principal wealth managers; Merit Financial Advisors partners with Viren and Associates.