Deals & People

The acting secretary will run the DOL while Trump’s nominee for secretary of labor, Lori Chavez-DeRemer, awaits confirmation.

Waverly Advisors acquires Dickinson Investment Advisors; Integrated Partners expands West Coast Footprint with addition of RetirementDNA; Concentric Wealth Management joins...

JPMorganChase announces new responsibilities for senior leaders; NEPC names Contorno principal and head of DC vendor management; CG Financial Services...

The acquisition is OneDigital’s first in the nonprofit sector.

Mariner acquires Cardinal Investment Advisors; Northwestern Mutual and Sixth Street announce partnership; Mercer Advisors adds Edward Vance Investment Management; and...

Cervantes joins Prime Capital Financial; Corebridge Financial welcomes Klane as general counsel; Gallagher adds Helgens as retirement plan consultant.

Kaduson will report to Heather Lavallee, CEO of Voya Financial.

Ares is seeking to capture demand for retirement solutions through its insurer, Aspida Holdings Ltd.

In other news, the Institutional Retirement Income Council named Kreps of Groom Law as chair of its board of directors.

The provider of small business 401(k)s is poised to add 49,000 businesses to its client roster.

Advisers named to the list will be celebrated at the PLANADVISER Industry Leader Awards in May. 

The adviser head will oversee initiatives that include a push to bring more women into financial planning and the intelligent...

Rob Mangano, Tamme Ford, Alex Gault and Sarah McKinzie get elevated roles at the $7 billion plan advisory focused on...

Indivisible Partners launches as independent advisory firm; Voya Financial completes acquisition of OneAmerica Financial’s retirement plan business; Marsh McLennan Agency...

Josh Forstater of Vestwell has been tapped to expand Morgan’s Everyday 401(k), and Tina Anstett of Smart will lead regulatory...

Adviser Banerjee joins SRP to lead Austin, L.A. teams; Faustino expands role at Broadridge, adds O’Brien of Cerulli; Pension Investors...

Des Moines-based Financial Integrators is combining three advisories to offer services in financial planning, risk management, accounting and employer-sponsored retirement...

CAPTRUST adds Campbell Wealth Management and TruNorth Wealth Partners; MAP Retirement and Pension Plan Specialists announce merger.

Five new members will join the council. 

DeVoe reports 2024 set a record for RIA deal activity; The Cerrado Group adds Tristar Pension Consulting as member firm;...