Deals & People

Eisenreich replaces the retiring Michael Archer. 

Hub International acquires BLS Wealth Management and Gottschling advisories; Mercer Advisors adds Transitions Wealth Management; HANYS Benefit Services rebrands as...

The firm’s board is searching for a replacement to head the wealth management and financial wellness platform and product provider.

2 new Nationwide leaders will focus on product solutions; Kane assumes role as president of Financial Planning Association; Edelman Financial...

Franklin Templeton completes Putnam acquisition; Wealth Enhancement Group adds RIA Foundational Wealth Advisory.

Darrin Hebert joins Securian Financial; Vanguard announces senior leadership change.

Ascensus and FuturePlan add regional and sector sales heads; InVesti snags sales head from IPX Retirement; EBRI taps Segal executive...

NFP will continue to operate independently, with a “connected platform” to Aon.

Amma Boateng will assume the role in January, replacing Tom Rampulla, who is retiring after 35 years at the firm.

Millennium Trust acquires NuView Trust Co.; Sage Advisory Services adds Kudu Investment Management; Atria Wealth Solutions welcomes OPOC.

Lincoln has agreed to sell its $108 billion wealth management business to focus on workplace and insurance services and products.

National Association of Investment Companies announces Abraham as vice president of development; Truist appoints Stengel as chief legal officer; Ameritas...

The acquisition is the 2nd with retirement plan business in the last month and brings $1.5 billion in assets under...

Philippe Setbon will step into the Natixis job immediately, while Edward Maloney’s promotion at MFS will take effect in 2025.

Oakeson Steiner is leaving OneDigital for wealth-focused Carson Group.

Adviser George Fraser joins Alera as the firm continues its push into retirement plan advisement.

Hub acquires Longbow Financial Services and JRP Financial Services; CAPTRUST adds Trutina Financial; Mercer Advisors announces acquisition of Paragon Wealth...

Ascensus names Mehlman new CFO; Crain exits Bank of America; NEPC elects principals and partners; and more.

Senators Tina Smith and Thom Tillis were recognized for their efforts to improve retirement security of Americans, notably through the...

The capital from Iconiq Growth brings the 401(k) advisory management provider’s total funding to $160 million.