Deals & People

The deal is the fourth retirement and wealth acquisition of the year for OneDigital and expands its Northeast presence.

The adviser network aims to ‘better compete’ for retirement plan business.  

Kashable, SecureSave deliver financial benefits to employers; Vistria, Kohlberg announce strategic partnership with USRBP; Viu by HUB, Unison to simply...

The 401(k) provider continues its PE-backed acquisition strategy by booking its fourth deal of the year. 

Four advisers join Capitol Financial Solutions; Advisor Group acquires Encore Financial Group; Hightower makes two strategic investments; and more.

CoastalOne appoints Keefe as CEO; WTW appoints Luke to lead global investments business; Calamos Wealth Management adds two senior executives;...

NFP Retirement continues to build its team under new president Joel Shapiro, who started in May.

The advisory aggregator will acquire retirement plan consulting firm leads with $5.2 billion in assets under administration.

Former institutional investments distribution lead Tim Pitney will now focus on lifetime income features as default options in defined contribution...

Creative Planning acquires BerganKDV; Boston Hill Advisors joins Hightower; Kestra Private Wealth Services launches Destination Wealth Advisors. 

Voya selects Armstrong to lead Midwest Wealth Solutions sales; Triterras announces Narganes as head of distribution and sales strategy; Mercer names...

The CEO won’t go to Franklin Templeton in Putnam acquisition but will be “in part focused” on the strategic partnership...

The company also acquires an insurance lead-generation platform as it grows across insurance, benefits, retirement and wealth management.

NFP and its Wealthspire Advisors division bring on a Virginia-based corporate retirement advisory, TPA and wealth manager. 

Renamed, Hub Heartland will be led by Valerie Bogdan-Powers, Horan’s former division president.

Bill Lester will retire next year, with Bob Jurgensmeier set to succeed him as CEO and Susan Wilkinson as president...

The parent of the Cetera Financial broker/dealer network adds $1.4B RIA; meanwhile, another PE-backed advisory, Mercer Advisors, gets new backing...

Atria Wealth brings on team from Flagstar; Mercer Advisors acquires RMR Wealth Advisors; BG Group joins UBS; and more.

NFP hires Perkins as SVP; Cochrane to lead Hub International non-profit specialty; OneDigital names Fong VP. 

The offering is geared toward businesses and state auto-IRA programs.