Deals & People

Arthur J. Gallagher & Co. acquires Agilis Partners LLC; Morningstar forms alliance with SS&C’s Black Diamond wealth platform; Tocqueville Asset...

The Standard names a regional vice president in retirement plans; Nationwide Retirement Solutions welcomes a consultant relations manager; Easterly Asset...

During Oros’ tenure as CEO, he oversaw more than 50 M&A transactions, including the addition of NEPC, and grew assets...

Prime Capital Financial Expands in Southeast with Sugarloaf Wealth Management; CW Advisors Adds Two Boston-Area RIA Firms; Cetera Adds Teams...

Newfront Retirement Services adds associate vice presidents; CFP Board announces CEO Keller to retire in 2026; Focus Financial Partners names...

John Hancock Retirement selects head of strategic partnerships; Merit Financial Advisers recruits from CAPTRUST; Ninety One appoints director of consultant...

The veteran of TIAA and Prudential started in the new role in December.

In a separate transaction, the Carson Group added an advisory team based in Roseville, California.

NFP acquires Tycor Benefit Administrators and expands presence in the Philadelphia area; Wealth Enhancement announces acquisition of VanceGray Wealth Management...

Nationwide’s president and COO announces retirement; Alera Group appoints a new director of retirement adviser services; T. Rowe Price hires...

Hub International, active in retirement plan deals, completed 48 transactions during the year, MarshBerry reported.

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.