Deals & People

Perennial Financial Services names chief growth officer; NFP appoints national practice leaders for retirement and wealth; Financial Planning Standards Board...

The wealth and retirement platform, which combines 5 NFP Corp. entities, has more than $580 billion in assets under management...

Alerus Financial expands relationship with Osaic’s institutional channel; Bluespring Wealth Partners acquires Signature Wealth; Mai Capital Management acquires Evoke Advisors;...

Venable adds Jennifer Campbell to private wealth planning group; Lincoln Financial appoints John Morriss as EVP, CIO; FSI names Andrew...

Keaton & Sams enters partnership with Concurrent; Ascend joins Kestra Private Wealth Services’ platform; Gallagher Financial and Legacy Investments become...

Janus Henderson’s board of directors will appoint a special committee to consider the nonbinding takeover offer, which values the company...

Stifel Financial’s independent broker/dealer and registered investment advisory firm has more than 110 advisers with approximately $9 billion in assets...

Bluespring Wealth Partners adds 3 executives; Financial Planning Association appoints CEO; Envestnet names new CTO; and more.

Creative Planning acquires Financial Abundance; AlphaCore acquires SPC Financial; Prime Capital Financial adds tax advisory services; and more.

Nominations are now being accepted in six categories.

Rothschild Wealth Partners names Sean Kelly as vice chair; Investment Company Institute elects new chair; Kestra Holdings expands its leadership team; and more.

NorthRock acquires WGG Wealth Partners; Cetera’s network gains Pillar and a Commonwealth adviser; Beacon Pointe acquires Sensible Financial Planning; and...

The new division will facilitate defined contribution plans’ investments in private equity, real estate, private credit and private infrastructure.

Outgoing CEO Jay Shah will remain with EFE until year-end in an advisory capacity.

Upham has been with SageView since 1999, when the firm had less than $1 billion in AUA and 75 clients.

Leon Capital adds Travis Pittman as managing partner of strategic investments; Sun Life picks Tom Murphy as president; World Insurance...

The combination of the two firms will have more than 550 advisers and represent $640 billion in total client assets. 

Good will assume his role on January 1, 2026, as outgoing CEO David Musto transitions to executive chairman.

Mercer Advisors acquires Singer Burke; King Financial Network joins Cetera’s Summit Financial Networks; BIP Wealth acquires Prehmus Financial; and more.

BlackRock’s former head of US retirement will lead efforts to develop strategic partnerships.