Deals & People

Bluespring Wealth Partners adds 3 executives; Financial Planning Association appoints CEO; Envestnet names new CTO; and more.

Creative Planning acquires Financial Abundance; AlphaCore acquires SPC Financial; Prime Capital Financial adds tax advisory services; and more.

Nominations are now being accepted in six categories.

Rothschild Wealth Partners names Sean Kelly as vice chair; Investment Company Institute elects new chair; Kestra Holdings expands its leadership team; and more.

NorthRock acquires WGG Wealth Partners; Cetera’s network gains Pillar and a Commonwealth adviser; Beacon Pointe acquires Sensible Financial Planning; and...

The new division will facilitate defined contribution plans’ investments in private equity, real estate, private credit and private infrastructure.

Outgoing CEO Jay Shah will remain with EFE until year-end in an advisory capacity.

Upham has been with SageView since 1999, when the firm had less than $1 billion in AUA and 75 clients.

Leon Capital adds Travis Pittman as managing partner of strategic investments; Sun Life picks Tom Murphy as president; World Insurance...

The combination of the two firms will have more than 550 advisers and represent $640 billion in total client assets. 

Good will assume his role on January 1, 2026, as outgoing CEO David Musto transitions to executive chairman.

Mercer Advisors acquires Singer Burke; King Financial Network joins Cetera’s Summit Financial Networks; BIP Wealth acquires Prehmus Financial; and more.

BlackRock’s former head of US retirement will lead efforts to develop strategic partnerships.

The combined advisory firm has more than $10 billion in private client and institutional assets.

Thoughts from Joe Weber, with Integrated Financial Solutions.

Thoughts from Jeremy Weith, with HUB Retirement and Wealth Management.

Craig Hawley, the outgoing president, was promoted to lead Nationwide’s financial services division.

Current CEO Troy Hammond, founder of the firm, will step down at the end of the year.

Cetera names community leader of RIA Blueprint; Ashton Thomas names Doug Hagan as CIO; NFP adds 2 benefits vice presidents;...

RFG Advisory appoints Ed Swenson as president; former Personal Capital CEO Bill Harris launches RIA; Mid Penn Bancorp acquires Cumberland...