Deals & People

Formerly the president of Northern Trust Asset Management, Gamba will be co-president and chief commercial officer of Franklin Templeton when...

Thoughts from Robert Massa, with Prime Capital Retirement.

Thoughts from Jessica Ballin, with 401k Plan Professionals.

Thoughts from David Hanson, with IIS Financial Services.

Thoughts from Joseph Cravotta, with Henderson Brothers Financial Partners.

The company’s goals include improving its managed account infrastructure and increasing access to investing in alternatives.

Daniel Nolan, Graypoint’s president and CEO, will be a partner in and vice chairman of Cerity Partners.

Pirrello to join DCIIA as COO in 2026; Vanguard taps Natalie Lamarque as chief legal officer; Connecticut governor appoints TRA’s...

The financial services company also acquired about $32.5 million in related deposits from Old National Bank.

After seven years at Ascensus, Jason Crane will oversee all strategy and execution for Lincoln’s Retirement Plan Services business.

Michael Hunstad, co-CIO of Northern Trust Asset Management, has succeeded Daniel Gamba as president.

Focusing on the retirement and wealth channels, Goldman will invest up to $1 billion in T. Rowe Price, and the...

The companies are offering a secure platform for advisers to manage client workplace retirement accounts.

The acquired businesses, expected to operate as one group moving forward, include Fiducient Advisors, Newport Private Wealth and Wealthspire Advisors.

Former Merrill and Hightower advisers create an independent advisory firm in Connecticut; United Capital Financial Advisors acquires The Paul Group;...

Churchill hires Michael Foley as head of institutional and Bill Stout leads private market strategy at Vanguard.

Carrington will be responsible for partnering with alternative investment managers to develop and distribute alternative investment products.

Wealthspire Advisors acquires Marin Financial Advisors; EP Wealth acquires Better Money Decisions; E.A. Buck Financial Services acquires Achieve Retirement; and...

Frain is leading product strategy and development across Transamerica’s retirement solutions.

Thoughts from Renn Williams, with Advo(k)ate Advisors.