Deals & People

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;...

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...