Retirement Industry People Moves
OneDigital hires chief information officer; the CFP Board appoints new chief financial officer; Alight hires wealth consultant relations director; and more.
Retirement Industry People Moves
AssetMark appoints new chief investment officer; AIG names new chief investment, risk and underwriting officers; Verus adds two senior consultants in Chicago; and more.
Gallagher Joins Advisor Group Network
Gallagher joins Advisor Group through its affiliation with network partner Triad Advisors.
Retirement Industry People Moves
HUB International acquires 401(k) Advisors; Creative Planning acquires Resource Management; GW&K Investment Management names new partner; and more.
Retirement Industry People Moves
Voya hires national third-party administrator relationship manager; OneAmerica promotes sales, business veteran to key regional leadership spot; Goldman Sachs to acquire NextCapital Group; and more.
Retirement Industry People Moves
NFP acquires Achilles & Associates, expanding insurance and benefits capabilities, while The Standard hires new retirement plan consultant.
M&A Activity Continues to Play Central Role in 2022
Although the substantial market volatility seen in early 2022 has the potential to slow M&A activity, the fundamental drivers remain intact and will continue to drive future activity, according to Piper Sandler.
Pensionmark CEO on World Insurance Acquisition Mechanics
Retirement Industry People Moves
SageView Advisory Group adds new head of wealth management; Transamerica names new president of individual solutions; Robeco appoints head of alternative alpha research; and more.
M&A Update: Pensionmark Acquired by World Insurance Associates
The acquisition will bring some $80 billion in assets from across the Pensionmark network to World Insurance Associates, a national full-service insurance brokerage firm.
SageView Names Wealth Management Head in Sign of Evolving Industry
The appointment of Jim Dario as head of wealth management comes as SageView increases its focus on this strategic area of its business—mirroring the actions of other national retirement plan advisory shops.
Retirement Industry People Moves
Independent Financial Group adds senior vice president; IRI names two new members to board of directors; Ameritas announce new executive vice president; and more.
Retirement Industry People Moves
HUB announces acquisition of Taylor Advisors; PGIM names head of DC Solutions business; OneAmerica hires leader for Participant Workplace Solutions team; and more.
Principal Marks Completion of Wells Trust and Custody Business
With the acquisition’s completion, Principal Custody Solutions can now serve institutional clients of all sizes with both retirement and non-retirement custodial and trust solutions.
Retirement Industry People Moves
M&T Bank and Wilmington Trust leader Bill Farrell announces retirement; Hub International expands capabilities in California with new acquisition; Creative Planning acquires Paradigm Financial Advisors; and more.
Retirement Industry People Moves
NFP announces integration of Lenox Wealth Advisors with Wealthspire Advisors; AIG Retirement Services appoints market strategy and business development Leader; OneAmerica bolsters health care sector team with new hire; and more.
Retirement Industry People Moves
NFP realigns its Northeast region leadership; SageView announces $900 million acquisition; MSCI announces senior leadership changes; and more.
M&A Update: Wealth Management in Focus
CAPTRUST Financial Advisors has announced two additional acquisition deals that were completed last year.
CAPTRUST Makes Portfolio Evaluations Its First Acquisition of 2022
In one of CAPTRUST’s largest acquisitions to date, the move to onboard Portfolio Evaluations brings more than $107 billion in assets and several hundred clients.
Retirement Industry People Moves
OneDigital acquires Gouldin & McCarthy; Kingswood U.S. adds seven financial advisers; Mercer Advisors acquires Cordasco Financial Network; and more.