Deals & People

Lincoln Financial names an industry veteran as VP of investment distribution and new hires to its retirement plan services team;...

The RIA has hired Montgomery to further its retirement focus while also announcing a partnership with TIFIN @Work on a...

The RIA ends the year with the acquisition of advisories in Minnesota and Virginia.

The 14 new board members will help shape the direction of the group advocating and advancing women in retirement.

Modern Wealth adds $500 million in AUM with 3 acquisitions; Merit Financial Advisors merges with Trinity Financial Partners; Cetera welcomes...

Franklin creates division, gives new roles to retirement leads; Borzi, Iwry, Kasiarz win EBRI’s lifetime achievement award; Beacon Pointe names...

Insurance and benefits consultancy Gallagher has agreed to acquire AssuredPartners.

The settlement, reached a little more than two months after he was fired, was about 15% of the total he...

Mariner completes acquisitions of Atlas Financial and Newport Advisory; Alera Group acquires Spike Risk Management; Mercer Advisors welcomes all-woman advisory...

The new division will be headed by a former Fidelity executive and be separate from Vanguard’s Personal Investor segment.

Bisignano’s background signals he will be more focused on seeking efficiencies and administration than any policy reform efforts.

Collins joins Alerus as retirement sales consultant; Vanguard strategy head to retire; Wagner Law brings on new employee benefits attorney;...

Executive departures signal more reshuffling at the $38 billion advisory.

The acquisition of the Maryland-based plan consultant closed on December 2.

Charles Lowrey will remain chairman, with Andrew Sullivan running the insurer and asset manager and Jacques Chappuis taking over as...

Thomas Gahan will now lead Western Asset Management Co., while former CEO James Hirschman becomes chairman.

Hassett is known in the retirement industry for a paper he co-authored that expressed support for creating something similar to...

Avantax welcomes independent financial adviser; Hexure and Luma expand partnership to offer integrated life insurance and annuity solutions; NorthStar Insurance...

The EBSA head discusses the importance of the DOL continuing to do outreach on retirement savings to participants on the...

Oregon representative Lori Chavez-DeRemer also comes with pro-labor record that may give pause to Republican Senators.