Deals & People

OneAmerica names new CIO; Colony Group expands Boston footprint; Commonwealth Financial takes on Indiana advisory; and more.

CBCF Names Verity’s Otto Vice Chairman; Spinelli promoted to co-CIO at Halbert Hargrove; Gallagher acquires Retirement, HR Advisory Buck; and...

Do you know of or work for a plan sponsor that goes above and beyond to make retirement security a...

The CEO of nearly five years will turn to fiction writing in 2023, leaving a remarkable legacy at EBRI.

Northern Trust makes key fund hires; Edelman Financial Engine buys California-based retirement advisory; Prime Capital Partners with PFS to enter...

SageView CEO Randy Long discusses the firm's most recent acquisitions, and what types of advisers it will be focused on...

Northwestern Mutual names new CFO; Lockton has a new U.S. chief counsel; HUB keeps expanding with insurance and benefit buys;...

The financial services firm says it will keep the First Allied Securities brand name as it continues to expand its...

DWS names head of alternative investing; WTW appoints head of data intelligence; Mercer acquires $5B RIA; and more.

A 401(k) robo-adviser with more than $5 billion in assets under management stopped servicing clients in November and has sold...

Do you work with or know of a great plan adviser or plan adviser team?

Voya expands distribution team; Ryan Financial Group joins Commonwealth; DigitalOcean names chief financial officer and more.

$5 billion multi-family office and investment firm Nordwand Capital launches in Pennsylvania; Millennium Trust names new CEO; Cetera bolsters business...

Hub’s recent acquisition of Tulsa-based Bridgecreek puts it over 60 acquisitions this year as it continues to build its footprint...

Credit Suisse Asset Management appoints head of product; Milliman expands Employee Benefits Administration sales team; Strategic Investment Group hires head...

The retirement industry association announced three new advisory councils to support advisers, plan sponsors, and institutional consultants.

Newfront adds senior vice president to retirement team; Mercer Advisors acquires Texas-based Mark D. Cunningham; Pure Financial Advisors adds new...

OneDigital’s buying spree adds up to $10 billion in additional assets under advisement this year, while CAPTRUST adds fourth deal...

Gallagher says the deal adds a financial asset management platform to meet plan sponsor demand for holistic retirement plan participant...

Principal Financial Group hires U.S. insurance solutions distribution leader; Prudential Financial announces leadership succession for U.S. and international businesses; NEPC expands...