Deals & People

Republican leadership is bad news for “woke capital” says Washington Policy Strategist at Stifel.

Private equity continues to be attracted to wealth management M&A despite the current market volatility, according to Echelon Partners’ Q3...

Platform Partners LLC to enter into partnership with JULY to extend relationships with advisers and drive strategic acquisitions.

FIS names president and CEO; Aon names fiduciary services practice leader; CAPTRUST adds Massachusetts-based Patriot Pension Advisors; and more.

She will join December 1 as they plan to launch the Center for Retirement Savings Inclusion.

The wealth management firm continues an acquisitions push after nearly doubling assets under management to $10 billion last year.

The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s...

The combined retirement recordkeeping businesses will operate under The Standard brand.

SageView Advisory Group to acquire women-led Lakeview Wealth Management; Corebridge Financial hires president of retirement services; UBS hires seven in...

OneDigital acquires HealthWorks; Edelman Financial Engines acquires RIA Herrmann & Cooke; Hub announces two acquisitions; and more.

Each of the three firms address a specific area for financial professionals who are, or seek to become, income specialists.

The Portability Services Network seeks to make it easier for participants to transfer retirement assets when they change plans.

Katten names former SEC senior counsel as partner; OneDigital acquires KB Financial Companies; Marsh McLennan names president and CEO; and more.

Recent research from Ellevest examines 12 different indicators to track and understand women’s financial health.

Pontera appoints its first chief marketing officer; Pacific Life announces new head of defined contribution lifetime income; Dorsey & Whitney...

MetLife appoints director of institutional client group; eMoney announces leadership team additions; TIAA names head of research and thought leadership...

Lucas will continue in her current role through the end of 2022 and will help the research organization search for and transition to a new leader.

Allspring Global Investments hires U.S. distribution leader; Franklin Templeton hires U.S. institutional senior consulting adviser; Alger appoints head of distribution...

Triton Pacific Securities expands RIA focus; Millennium Trust names chief marketing officer; Commonwealth hires deputy general counsel and chief privacy...

J.P. Morgan Asset Management hires new head of retirement; Stadion’s two new hires to capitalize on growing interest in managed...