Alera Group Continues M&A Run With SRPC Acquisition
The insurance-backed aggregator adds Peter Klinkmueller and Steve Boudreau’s Strategic Retirement Plan Consultants.
Deals & People
Principal’s Deanna Strable to Take Over as CEO in 2025
Strable, recently named president, will take the top job from Dan Houston, effective January 7.
Advisory M&A News – 11/11/24
Wealth Enhancement Group announces acquisition of M&R Capital Management; Kestra, Riverside welcome new adviser; Aspen Standard Wealth acquires $2.8 billion...
Stout Discusses Draw of National Role at Prime Capital Financial
Plan adviser Jania Stout explained her transition to head Prime Capital’s retirement and wellness divisions, where her boss said she...
Retirement Industry People Moves – 11/8/24
Jacques Chappius named president, CEO of PGIM; The Standard promotes Hall to retirement plans actuary role; Schroders taps a new...
Cetera Financial CEO Antoniades to Retire, Replaced by Durbin
Mike Durbin, who left Fidelity Institutional to become head of Cetera’s parent organization, will now take over, while Antoniades will...
Voya Remains on Track for OneAmerica Retirement Integration in 2025
The firm’s head of wealth distribution and client engagement says plan sponsor client migration would likely start in 2025 and...
Boeing Labor Contract, Including 401(k) Match Boost, Approved by Workers
The union approval ends a seven-week strike and will see workers return November 12.
Advisory M&A News – 11/4/24
Kestra Financical adds Wealth Empowerment Financial Strategies; Hightower completes strategic investment in Financial Planning and Information Services; and adviser team...
CAPTRUST, Alera Group Add New Advisers
Katie Colon joins CAPTRUST in a financial adviser role from OneDigital; Jim Marx joins Alera Group from Edelman Financial Engines.
Retirement Industry People Moves – 10/31/24
Schroders expands US pensions team with Schechter as senior client director; Wagner Law Group adds Schloss; The Standard hires Mulquin as...
Stout Joins Prime Capital as National Retirement Practice Leader
Prominent plan adviser Jania Stout has left OneDigital to head Prime Capital’s retirement plan practice and financial wellness divisions.
2025 Retirement Plan Adviser of the Year Nomination Period Is Open
Nominations are now being accepted in seven categories.
Mariner Gets Capital Infusion From PE Firm Neuberger Berman
The wealth advisory now has additional funding to fuel growth soon after merging with qualified plan advisory AndCo Consulting to...
Advisory M&A News – 10/28/24
Arthur J. Gallagher & Co. acquires Redington Ltd.; Hyperion Partners joins MAI Capital Management; Modern Wealth Management acquires RIA Petso...
Retirement Industry People Moves – 10/25/24
OneAmerica announces new president of employee benefits; Nationwide names a new head of its annuity business; Pentegra adds a new...
Interest Still Strong in Retirement Plan Adviser Acquisitions
An M&A trends report from Marshberry shows slowing, yet still robust, dealmaking for retirement plan advisories, as scaled and multi-service...
US Retirement & Benefits Partners Acquires Pension Planning Consultants
In an additional sign of further retirement, benefits and wealth consolidation, Alera Group acquired Berkshire Fairfield Insurance Agency and Scarafoni...
Alera Bolsters West Coast Team with Plan Adviser Sorensen
Joshua Sorensen, formerly of Edelman Financial Engines, joins Alera Group as it continues to grow its retirement plan practice.
Steinmeier Named LPL’s CEO, Replacing Ousted Arnold
LPL analyst predictions hold true, as Interim CEO Steinmeier earns the top job less than one month after the firm’s...