Lockton brings in senior adviser; Qontigo selects multi-asset solutions head; Franklin Templeton appoints head of U.S. distribution; and more.
Tiedemann Advisors selects Family Governance head; Mutual of Omaha promotes national 401(k) sales director; Tech and client services head joins ICMA-RC; and more.
Two deals, by Morgan Stanley and Franklin Templeton, stand out, according to PwC.
Crossroads Financial Services joins LPL RIA platform; Alliance acquires recordkeeping and HR consultant; Resources Investment Advisors adds MPRA to list of acquisitions; and more.
Vanguard says the partnership enables it to modernize its core recordkeeping platform and move faster on redesigning its participant experience.
Fidelity finds June’s merger and acquisition activity represented over four-times more assets than the deals completed throughout March, April and May.
Aegon Asset Management names consultant relations leader; Pentegra announces new additions to sales force; ISS ESG selects global research leader; and more.
Orion Advisor Solutions adds TAMP provider; Cetera selects business development head; MassMutual Advisors Association appoints president; and more.
Personal Capital will be positioned to serve plan participants who seek a combination of digital and human advice while helping to accelerate the capture of rollovers and other out-of-plan assets, the firms say.
TIAA announces additions to executive committee; TRA acquires retirement plan administrator; and Compass Advisors names retirement services director.
Wagner Law Group appoints ERISA attorney to ‘of counsel’; Financial Fitness promotes former executive VP; ProManage adds senior VP and consultant; and more.
Between March and May, there were only 10 RIA transactions and two IBD deals, according to Fidelity.
Nationwide selects retention leader; Sikich adds senior specialist to retirement plan services team; DWS announces changes to global business side; and more.
The addition of the $1.6 billion firm underscores the convergence of retirement plan advising and wealth management practices.
Lyxor Asset Management selects CIO; MassMutual adds managing directors of U.S. regions; and TIAA financial solutions head resigns.
Now that the deal has been formally approved, integration is expected to take between 18 to 36 months to complete following the close.
TRA adds newest regional sales consultant; Mercer selects responsible investment leaders; Newport acquires TPA business at Huntington National Bank; and more.
Strategic Investment Group names client development managing director; PGIM Investments hires VP of Retirement Investment Solutions; SS&C Technologies Holdings acquires Innovest Systems; and more.