Deals & People

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.

Alliant acquires Connecticut-based retirement plan consultancy and TPA as part of its ‘selective’ retirement acquisition strategy.

Mercer will add to its not-for-profit outsourced investments and retirement consulting capabilities.

Creative Planning announces acquisition of Daniels + Tansey; Perigon Wealth Management welcomes Wealth Advisors Inc.; Advisers Medelberg and Koziatek join...

Advisers Alp Atabek and Alex Assaley will join Hub as retirement and wealth consolidation continues.

Principal promotes Branham to national retirement investment director; Natixis bolsters retirement product sales; Voya hires Marchese to lead wealth solutions...

The new CEO discusses what he sees in SageView’s opportunity to leverage the retirement and wealth convergence.

Already the majority owner, KKR will take full ownership to solidify its insurance footprint and the connection to its asset...

The contracts with General Motors, Ford and Stellantis could prompt nonunion companies to establish more competitive benefits.

She will oversee HBCU investment strategy.

Finn will assume his new role on January 1, 2024, as part of the division’s transition under Andy Saperstein.

Wealth Enhancement adds two New York-based RIA firms; Bitcoin IRA acquires Shrimpy.io; UBS snags Merrill wealth advisory.

Joelson joins Savvy Advisors as founding principal wealth manager; Matos made CFO for workplace and retirement solutions at Principal; Northern...

The firm is looking to sync its growing wealth management footprint to retirement managed account offerings, according to its CFO.

Hub International adds Renaissance Benefit Advisors; Wealth Enhancement Group acquires Retirement Advisory Group; Hightower announces strategic investment in Resource Consulting...

CAPTRUST adds Leddy as chief compliance officer; Voya hires Harrell as regional vice president; MissionSquare names Whiting SVP, chief sales...

OneDigital advisers will use Simply Retirement by Principal, with the goal of streamlining the process of setting up a retirement...

Hub acquires Renaissance Benefit Advisors Group and Franklin Financial Group; CAPTRUST adds Normann Financial; and Mercer Advisors snags Singh Advisory.

T. Rowe Price elects Donnelly as independent director; Global investment manager names new COO; BlackRock head of retirement named to...