Deals & People

Advisory M&A

Crabbe joins Cetera Advisor Networks; Integrity acquires Invictus Marketing Solutions; R&R Wealth Management selects Commonwealth; and more.

 

Adviser Product Partnerships

The Standard and NFP launch PEP solution; Flywire and Vestwell partner to streamline 529 college plan payments; CalSTRS and Sapphire Partners invest in next-generation VC managers.

Advisory M&A

Cetera acquires tax-focused wealth manager Avantax for $1.2B; Investment Consulting Group joins Osaic; Hub International acquires assets of Dieffenbach Benefits Group; and more.

Advisory M&A

Pensionmark adds RIA Financial Solutions; First Trust acquires Gyroscope; Atria announces purchase of Grove Point; and more.

Advisory M&A

Creative Planning adds CTB Financial Services; TFS Wealth Management joins Pensionmark; Highland Private Wealth sub-acquires Trellis Advisors; and more.

Retirement Industry People Moves

Early assumes role of chief strategy officer at Vestwell; Principal selects Dessouki as chief marketing officer; Puerto joins J.P. Morgan Private Bank as head of retirement plan solutions.

Advisory M&A

Innovest adds Jansson as retirement plan consultant; Wealth Enhancements adds $341M First Capital Advisors; Latimer joins Steward Partners in Florida expansion push; and more.