Deals & People March 8th, 2024 Prudential, RGA Assume Verizon Pension Obligations of $5.9B The telecom giant announced the pension risk transfer through its purchase of single-premium group annuity contracts covering 56,000 retirees.
Deals & People March 5th, 2024 Aptia Announces Jeff Williams as US President Williams will oversee Aptia’s benefits administration services book of business.
Deals & People March 4th, 2024 Advisory M&A News – 3/4/24 PCS Retirement announces investment from Lee Equity Partners; Guthrie Rouner Group joins Ameriprise Financial; Robertson Stephens Wealth Management acquires the...
Deals & People March 1st, 2024 Retirement Industry People Moves – 3/1/24 SageView names Cowell director of participant education and engagement; The Standard appoints Maixner to national accounts sales director for retirement...
Deals & People February 29th, 2024 Vanguard CEO Buckley to Step Down This Year The asset manager’s board will commence a search among internal and external candidates, while CIO Greg Davis has added the...
Deals & People February 27th, 2024 Voya Creates Team Focused on Managed Accounts The specialist group will work to increase managed account participant usage and distribution across Voya platforms.
Deals & People February 26th, 2024 Advisory M&A News – 2/26/24 The Retirement Planning Group acquires Dightman Capital Group; Marsh McLennan Agency to acquire Querbes & Nelson and Louisiana Companies; and...
Deals & People February 23rd, 2024 Retirement Industry People Moves – 2/23/24 Alerus names retirement services officer; FINRA appoints new board members; and T. Rowe board chair Stromberg steps down.
Deals & People February 20th, 2024 Advisory M&A News – 2/20/24 OneDigital pens deal for $2.6B retirement plan advisory from Wintrust Financial; Curio Wealth created from Bay Point; and Berger makes...
Deals & People February 16th, 2024 Retirement Industry People Moves – 2/16/24 Alerus names retirement sales consultant; Vestwell appoints pair of regional VPs; Wagner Law Group adds to Taft-Hartley practice; and more.
Deals & People February 13th, 2024 LPL Financial to Add $100B Atria Wealth Solutions LPL will pay $805 million upfront for the acquisition through a combination of cash and debt; it expects to close...
Deals & People February 12th, 2024 Advisory M&A News – 2/12/24 Former Goldman wealth adviser creates RIA for business owners; Private Advisor Group adds $120M firm; and CBIZ bolsters tax and...
Deals & People February 9th, 2024 Retirement Industry People Moves – 2/9/24 TIAA’s Stickrod gets expanded lifetime income role; T. Rowe promotes veterans in retirement and wealth services shuffle; SEI hires a...
Deals & People February 5th, 2024 Advisory M&A News – 2/5/24 Mariner Wealth Adds $104B in Institutional AUA; Heffernan makes Florida acquisition; OneDigital adds WealthSource with advisers in 9 states; and...
Deals & People February 2nd, 2024 Aon Notes ‘Terrific Opportunities’ for M&A Company sees strong M&A pipeline on the heels of announcing its NFP acquisition.
Deals & People February 2nd, 2024 Retirement Industry People Moves – 2/2/24 Gallagher names new DB leader; Northwestern Mutual makes further moves in succession planning; National Institute for Public Employee Health Care...
Deals & People February 1st, 2024 John Hancock Retirement Announces Reorganization The business has been restructured under new CEO Wayne Park, including changes to the leadership team.
Deals & People January 31st, 2024 The Standard Names New National Retirement Plan Sales Director Michael Teigland, formerly of RBC, will take the role a little more than a year after the Standard acquired Securian’s...
Deals & People January 30th, 2024 Empower Hires Dave Gray for New Enterprise Solutions Role The former Fidelity workplace products head will work across the company on platform and partnership enhancements.
Deals & People January 29th, 2024 Advisory M&A News – 1/29/24 Bernstein Private Wealth Management expands ultra-high-net-worth platform; Cetera completes minority investment in Wilde Wealth Management Group; Wealth Enhancement Group announces...