Deals & People

Blue Barn Wealth, Paragon Private Wealth partner with Savvy; Aspen Standard Wealth acquires Denver Private Wealth Management; WestKai Private Wealth...

The asset manager’s Texas hub will focus on developing technology and ‘emerging and new businesses.’

Guardian Life names Kevin Luebbers head of distribution; MAP Retirement appoints Echo Robinson regional VP of sales; and Chantel Sheaks...

The firm named new leaders of its defined contribution and defined benefit distribution teams.

The spinoff firm will focus on retirement, insurance and payroll services, with backing from private equity firm New Mountain Capital.

Pearce Financial adds $143M to Osaic; Investcorp invests in Berger Financial Group; Waverly Advisors acquires InVista Advisors; and more. 

The firm also appointed a chief compliance officer for its affiliated pooled employer plan fiduciary.

Despite slowing from a record first quarter, 120 announced transactions made the past three months the busiest second quarter to...

PLANADVISER asked this year’s finalists for Retirement Plan Adviser of the Year to share their favorite books.

Daybright Financial appoints chief financial officer; Advisor360 names chief revenue officer; Nationwide Retirement Solutions expands sales leadership; and more.

His successor previously served as the firm’s associate general counsel for employee benefits and plan investments.

Sweet Life Financial Planning joins RFG Advisory; LPL Financial taps 2 new advisers; OneDigital adds Rosenthal Wealth Management Group; and...

While DeVoe & Co. found advisory firm buyers expect a decrease in acquisition valuation this year, other consulting firms did not anticipate such a decline.

The retirement platform for self-directed clients appointed a veteran tech executive.

LPL Financial adds Buell Wealth Management; NFP acquires Total Benefits Advisors; RISR partners with OnePoint BFG Wealth Partners; and more.

Lido Advisors appoints Dan Marquis as CFO; IRALogix hires Lisa Matthews as VP of fraud and risk; Cerity Partners hires...

The venture capital firm, California’s public pension fund and other investors are reportedly paying $2.8 billion for the asset manager.

This comes amid a wave of plan sponsors opting to outsource the investment management of their pension plans.

Principal acquires benefits company; LPL Financial hires 2 advisers in separate transactions; Retirement and Wealth at Alliant buys Retirement Solution...

Savant Wealth Management acquires Richard Brothers Financial Advisors; Wealth Enhancement buys Shufro-Glass Group; Osaic adds $575M advisory team; and more.