Deals & People

Compass Advisors and Long Island Wealth Management add a combined $1.2 billion in assets.

Founder Rick Kent will become executive chairman, and Zach Mersberger will become president.

Lori Heinel will continue in her role until her retirement in March 2027.

NFP acquires Moores Insurance Management; Horizon Wealth Management joins LPL; Apella Wealth welcomes Longview Financial Advisors; and more.

The acquisition is expected to expand Creative Planning’s investment strategy and fiduciary governance capabilities.

Kevin Murphy joins the company from Broadridge, as the national sales manager for the large-plan market, and Danny Kling is...

The firms announced plans to create a suite of asset-class-specific vehicles across private credit, private equity and private real assets.

Beacon Pointe makes 2 executive leadership appointments; David Haughton joins Hargrove as VP of engagement; IRA Financial selects Tony Unkel...

Pooled employer plan assets totaled $34 billion as of year-end 2025, according to survey data.

The deal supports more than $2T in assets and brings a ‘complementary client base’ to Envestnet, that company announced.

UBS hires 3 advisers in Bethesda office; Wealth Enhancement acquires Arbor Capital Management; Glenmede expands senior leadership team in 4 offices; and...

The advisory firm aims to make inroads with endowments and foundations.

Alight names wealth solution leader; Council of Institutional Investors appoints executive director; Merit Financial Advisors hires chief technology officer; and...

Midwest Financial Group becomes Osaic affiliate; Socha partners with Savant Wealth Management; Sequoia Financial acquires BSW Wealth Partners; and more.

USI Consulting Group’s parent company is expected to expand Aon’s ‘middle-market’ insurance platform.

The deal comes days after ProManage’s previous owner was purchased by a management company.

Last year’s group of PLANADVISER Emerging Leaders share what the incoming class should keep in mind for their year of...

Prosperity taps Jeff Lenhart as president; Jackson Lewis names new employee benefits principal; and State Street appoints Pete Dorsey as...

Mercer Advisors acquires NorthAvenue Financial Advocates; LPL adds Conte Wealth Advisors; Carson Group adds 2 new advisers to independent channel;...

Smart USA CEO Duane Bernt will own and continue to operate the U.S. entities, including Stadion Money Management