Deals & People

Prudential Advisors adds 2 advisers with $300M; Merit Financial Advisors acquires Strategic Retirement Plans; Integrity adds Perspective Wealth Planning to...

Fiducient Advisors will add $1.9 billion in assets under management and supervision with the purchase of Axia Advisory.

The companies’ combined platform aims to ultimately provide an ‘end-to-end experience’ for retirement plan advisers, from plan management to participant...

Dan Morrison, previously at Empower, has more than 25 years of experience.

Alight Solutions’ former head of thought leadership is taking on the role.

The services provider’s chief technology officer is taking on an extra title to lead an effort to embed artificial intelligence...

The active manager intends to fill about 130 support roles over the next two years.

Plancorp adds $1B in first major acquisition; Five Star Wealth joins LPL Financial; Creative Planning grows internationally with Maseco acquisition;...

The transaction values the registered investment adviser at more than $2.8 billion, and MAI employees will continue to hold a minority equity ownership.

Finseca elects Prudential’s Moira Buckley as secretary, future board chair; GW&K names 3 new partners; Voya hires Bill Whittington to...

The newly formed company will have 12 million customers and is valued at $22 billion.

Moss Adams Wealth Advisors goes independent, rebrands; LPL adds Gibson Financial Group to Linsco; Beacon Pointe Advisors expands with 2...

Todd Lacey joins a retirement plan services division led by a former colleague from Transamerica.

Cresset names executive managing director, institutional consulting; Republic Capital Group appoints chief compliance officer; Oppenheimer names head of debt private...

Jessica Sclafani is succeeding Michael Davis, who will step down on May 1.

Victory Capital offers more money to acquire Janus Henderson; Waverly Advisors acquires McBride Financial Advisors; Summit Financial partners with $1.2B RIA; and more. 

The new hire will report to the team’s head, Christine Curtiss.

Blackstone announces leadership appointments in private wealth division; Lenox Advisors announces partner promotions; Northern Trust Wealth Management adds global head...

Duncan & Haley advises employer-sponsored retirement plans and adds $660 million in assets under management.

Wealth Enhancement acquires $1.2B adviser team; Summitry buys $721M RIA; NewEdge Advisors surpasses $14B with Stonegate Partnership; and more.