Deals & People

Arena, who has more than 30 years’ experience in insurance and retirement management, will head the USAA Life Insurance Co.,...

Thoughts from Sean Bjork, with Bjork Asset Management.

Fiduciary Trust hires a senior portfolio manager; Pallas Capital Advisors adds a new strategic adviser; Northern Trust appoints a new...

Thoughts from Christopher Connolly, with Retirement Team at CANE.

Thoughts from Jake Connors, with Compass Financial Partners, a Marsh & McLennan Agency LLC Company.

Thoughts from Scott Ciullo, with KerberRose Retirement Plan Services.

Tom Sablak and Sam Mossing will help drive and deliver cost management and de-risking consulting services for defined benefit pension...

In addition to the minority interest, CNO Financial Group will provide $600 million in capital commitments.

The purchase includes the CRSP Market Indexes—the benchmarks for more than $3 trillion in U.S. equities—and historical stock market data.

PriceMetrix’s proprietary database of the North American wealth management sector covers $8 trillion in assets under management.

Thoughts from Chad Noorani, with Benefit Financial Services Group.

Thoughts from Manny Alonso, with Raymond James.

OneDigital gets strategic investment from Stone Point Capital and CPP Investments; Mai Capital Management acquires J.W. Coons Advisors; Uniting Wealth...

The Tampa, Florida-based RIA’s first full acquisition adds about $10 billion to its prior $14 billion in assets under advisement.

CapWealth taps Christopher Stevens as executive vice president; Access Holdings welcomes Sam Tidswell-Norrish as partner; Troutman Pepper’s Tax and Benefits...

On October 1, Jestice will succeed outgoing president Eric Stevenson, who plans to retire next year.

Cetera forms partnership with Alma Bank; Waverly Advisors acquires Brass Tax Wealth Management; Moneta forms partnership with Lane Hipple; and...

FMG names Mark Casady as executive chairman; wealth adviser David LeMond joins Farther; Ashleigh Kester joins Voya as advisory services...

As part of the transaction, Atlas Merchant Capital agreed to sell its interests in MarshBerry to Lincoln International.

SEIA acquires Select Money Management; Creative Planning acquires Grassi Investment Management; Modern Wealth acquires PSF/Galloway; and more.