Deals & People

The combined advisory firm has more than $10 billion in private client and institutional assets.

Thoughts from Joe Weber, with Integrated Financial Solutions.

Thoughts from Jeremy Weith, with HUB Retirement and Wealth Management.

Craig Hawley, the outgoing president, was promoted to lead Nationwide’s financial services division.

Current CEO Troy Hammond, founder of the firm, will step down at the end of the year.

Cetera names community leader of RIA Blueprint; Ashton Thomas names Doug Hagan as CIO; NFP adds 2 benefits vice presidents;...

RFG Advisory appoints Ed Swenson as president; former Personal Capital CEO Bill Harris launches RIA; Mid Penn Bancorp acquires Cumberland...

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...