Hub Names EVP of US Employee Benefits and Retirement and Private Wealth
Mustafa Faizani will assume a new role as the executive vice president of U.S. employee benefits and retirement and private...
Deals & People
John Hancock Adds Manulife Name to Investment and Retirement Brands
The U.S. insurance business brand will continue to operate as John Hancock.
Janus Henderson and Guardian Life Announce Strategic Partnership
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...
Retirement Industry People Moves – 4/4/25
Allspring Global Investments to get new CEO; Wellington Management names head of US wealth; WTW makes Health, Wealth & Career...
LPL Financial Acquiring Commonwealth Financial Network
It is expected that Commonwealth’s approximately 2,900 advisers and their $285 billion in assets will migrate to the LPL platform...
Retirement Industry People Moves – 3/28/25
IRI elects a new board chair; Janus Henderson hires a head of North America Institutional; MissionSquare Retirement hires a new...
Academics Receive Awards for Research Advancing Financial Planning
The Financial Planning Association and the “Journal of Financial Planning” announced the academic researchers who earned the 2024 Best Research...
Retirement Industry People Moves – 3/21/25
Neuberger Berman appoints consultant relations managing director; Morgan Stanley hires head of OCIO; Prudential gets head of distribution, voluntary and...
Retirement Industry People Moves – 3/14/25
New CTO at Carson Group; Mesirow Wealth Management hires Gary Pattengale; Kristin McCarthy named head of product at PCS Retirement;...
Trump Nominates Dhillon to Lead PBGC
Janet Dhillon was the Equal Employment Opportunity Commission chair under President Donald Trump.
Retirement Industry People Moves – 3/7/25
Voya revises workplace solutions leadership; Endeavor Retirement adds Christine Masoni; Sarah Mouser joins Verdence Capital Advisors and more.
Prime Capital Financial Acquires SineCera Capital
Renamed as Prime Capital Family Office, the Austin-based team will focus on ultra-high-net-worth clients.
Retirement Industry People Moves – 2/28/25
Principal appoints head of retirement solutions; benefits attorney joins Wagner Law Group; Variant Investments appoints head of institutional sales; and...
Principal Asset Management Appoints Brant Wong Head of Retirement Solutions
Wong was previously head of retirement platforms at J.P. Morgan Asset Management.
Private Equity Dominates Wealth Management M&A Activity
M&A deals with private equity backing have surged over the past decade, according to Fidelity.
Great Gray Expands Retirement Business With RPAG Acquisition
The transaction will expand Great Gray’s presence in the retirement plan advisory market.
Advisory M&A News – 2/24/25
Marsh McLennan’s Mercer to acquire SECOR Asset Management; Creative Planning acquires Maxwell Wealth Strategies.
Retirement Industry People Moves – 2/21/25
Lopes joins Nationwide retirement solutions; Pennsylvania PSERS announces retirement of executive director; Wilmington Trust names DiLuigi head of US Markets.
CFP Board Launches Hall of Fame
The initiative recognizes those who have advanced financial planning for the benefit of the public.
Mercer to Acquire Investment Consultant SECOR Asset Management
The transaction is expected to close in the second quarter of 2025.