Deals & People

October Three expects its plan approach and thought leadership to combine well with RLC’s educational resources and guidance for advisers.

As an independent advisory, the firm expects to be more ‘nimble’ in meeting both adviser and client needs.

Thornburg Investment Management CEO to leave later this year; Franklin Templeton expands alts team; Lockton announces new global leadership structure;...

Kristie Feinberg will take over as head of Manulife Investment Management in U.S., Europe, and John Hancock Investment Management; Barbara...

The investment manager’s purchase of volScout will add to its managed investment strategies for advisers working with institutional clients and...

LGP has taken a minority stake in the insurance, retirement and wealth management aggregator to build on what the firm...

Jonathan Curley, a former RIA, will perform due diligence on firms Pensionmark is looking to acquire.

JPMorgan CFO Jeremy Barnum cites wealth management division as positive amid a deal the bank “did not seek out.”

Modera Wealth Management announces acquisition of Parsec Financial; Modern Wealth Management acquires Barber Financial Group; and more.

USI expands its actuarial and retirement capabilities with the 68-person team of Hooker & Holcombe.

Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.

The CFP Board and Kelli Hueler of Hueler Income Solutions are this year’s winners of the PLANADVISER Vision Awards.

Atria Wealth Solutions acquires Grove Point Financial; Pensionmark welcomes Xponential Growth Solutions; and more.

Ubiquity Promotes Mazooji to COO; Hub International hires 2 SVPs; and more.

Fairport, which has acquired four advisories since joining Hightower in 2017, promotes Logar to succeed Ken Coleman.

The Snappy Kraken Morningstar Wealth Edition gives advisers access to Morningstar research to share with clients.

Aristotle acquires $20B Pacific Asset Management; Beacon Pointe Advisors acquires $1B NY-based advisory; Cetera takes minority stake in $350M adviser;...

Rugel appointed head of operations at MassMutual; Deepwater hires Michael Olson to build the firm’s next fund; and more.

Echelon’s quarterly M&A report found private equity financing helped push Q1 2023 numbers above Q4 2022 results.

RetireOne and Pension & Wealth Management Advisors launch income insurance program; Sanctuary Wealth partners with Pontera to expand adviser toolbox;...