Creative Planning Acquires Mesirow’s Retirement Advisory Business
The RIA adds $13 billion corporate plan services team soon after announcing a deal for Goldman’s personal finance unit.
Deals & People
Significant Benefit Increases Expected from Tentative UAW Deals
United Auto Workers are likely to see significant increases to employer 401(k) contributions and pension plan payouts, despite not having...
Advisory M&A News – 10/30/23
CAPTRUST adds $1B wealth advisory in Indiana; NewEdge Advisers adds Florida-based adviser serving individuals and small businesses; Kestra builds up...
Retirement Industry People Moves – 10/27/23
NAGDCA elevates Hiers to executive board president; Principal Asset Management hires Seaver as market director; Savvy Advisors recruits Most as...
Morgan Stanley Promotes Co-President to Replace Gorman as CEO
Ted Pick will take the role in January, following James Gorman’s 13 year run.
Retirement Advisory M&A Persists Amid Overall Deal Decline
DeVoe’s Q3 M&A report shows overall dealmaking in the advisory space is trending toward a down year, with the retirement...
Advisory M&A News – 10/23/23
Mercer acquires Kingfisher Capital; Sequoia to add M Capital Advisors; Charles Drew Group joins UBS.
Alera Adds More Retirement Benefit Specialists, Capabilities
Firm adds Brio Benefits and a retirement plan consultant joins its Waterford Group company.
Retirement Industry People Moves – 10/20/23
SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; Northern Trust Asset Management names new co-head...
2024 Retirement Plan Adviser of the Year Nominations Are Open
If you work with or know of a great plan adviser or adviser team, please help PLANADVISER recognize the best...
Retirement Industry People Moves – 10/13/23
Vestwell names Rettig to board of directors; Star Mountain Capital adds DeAngelis as senior adviser; Club Vita appoints Gleed as...
Advisory M&A News – 10/16/23
MarshBerry acquires IMAS Corporate Finance; Kestra Wealth Services adds McCullough; Wealth Enhancement Group expands by adding KCS Wealth Advisory.
Retirement Industry People Moves – 10/6/23
PGIM Investments appoints Carlino as global head of alternative investments; Equitable Holdings names Bass head of investor relations; Pine joins...
Advisory M&A News – 10/9/23
Creative Planning acquires Kistler-Tiffany Advisors; Align Wealth Management joins Edelman Financial Engines; Coldstream Wealth Management merges with two firms.
Savant Wealth Joins Pontera’s 401(k) Management Platform
COO of $20B investment advisory sees ‘enormous’ market for managing client assets within 401(k) plans.
Genstar Capital Re-Ups to Keep Driving Cetera M&A Plans
Having originally invested in Cetera in 2018, Genstar will continue to be the majority investor and lead partner.
Advisory M&A News – 10/2/23
DPL Financial Partners acquires AnnuityFix; Wealthspire Advisors to acquire GM Advisory Group; Carson Group adds FAI Wealth Management; and more.
Retirement Industry People Moves – 9/29/23
Thornburg names Zinkula new CEO as Brady exits; Joe Urwitz joins Crowell & Moring; Cognizant announces Dalal as CFP; and...
Creative Planning CIO Jim Williams Dies at 46
The CIO was ‘admired by clients and colleagues’ and a ‘devoted husband and father.’
Investment Product & Service Launches – 9/28/23
Vanguard expands active fixed-income lineup; Brandywine announces suite of new investment strategies; RiXtrema launches AI tools for 401(k) plan; and...