Deals & People

Deloitte management consultant leader exits; Regions Bank appoints Hancock to new role; and more.

Chocorua Wealth Management launches under Osaic Wealth; LPL Financial buys Tribute Financial; Maridea Wealth Management acquires Ashford Investment Advisors; and...

The firm also created an institutional key accounts team to focus on ‘strategic relationships.’

LPL Financial’s broker/dealer, RIA platform adds 4 ; Modera Wealth Management acquires Northstar Financial Planners; Holistic Planning taps Altruist as...

Miller is tasked with encouraging retirement plan sponsors and wealth managers to invest in private markets.

Crain will provide original research and thought leadership for the combined registered investment advisory and wealth management firm.

SEI names chief AI strategist; Callan taps director of public, private markets research; FuturePlan by Ascensus gains regional VP; and...

MAI acquires Saybrook Wealth ahead of Carlyle sale; LPL taps adviser to launch Allegia Wealth Management; Mariner plans to buy...

Hub International creates cross-sell leadership role; Lincoln Financial promotes executives to committee roles; Empower taps new lead for government, Taft-Hartley...

The financial technology executive succeeds Mike Fanning, who will remain as a strategic adviser.

Wellington Management acquires Hartford Funds; Prime Capital Financial taps Access Capital; Bluespring Wealth launches RIA; and more.

The former Apollo Global Management head of Asia-Pacific pledges a ‘more diverse set’ of retirement products.

Fiduciary Trust Co. hires investment officer; Guardian appoints head of client solutions; Wells Fargo hires AI leader; and more.

LPL acquires Soundview Wealth Management, Emerald Wealth Management; Moneco Advisors taps 3 advisory teams; Cetera adds former Commonwealth adviser; and...

Nationwide Retirement Solutions announces new product development leader; Jackson Lewis names leader for ERISA complex litigation group; Ascensus adds 2...

Bluespring Wealth acquires Synthesis Wealth Planning; LPL Financial adds Cebert Wealth Advisors; Prairie Wealth Advisors forms RIA with McEwen Group;...

CIO Sébastien Page was also chosen to take on an additional leadership position.

Orion Adds New Product Lead; Nationwide Announces Retirement Leadership Moves; Morgan Lewis Rehires Engle to ERISA Practice; and more.

PLANADVISER is pleased to open the nomination period for the 2026 Emerging Leader Awards, highlighting the next generation of leaders...

PLANADVISER is pleased to open the nomination period for the 2026 Excellence in Operations award, looking for the retirement plan...