Deals & People

With the acquisition’s completion, Principal Custody Solutions can now serve institutional clients of all sizes with both retirement and non-retirement...

M&T Bank and Wilmington Trust leader Bill Farrell announces retirement; Hub International expands capabilities in California with new acquisition; Creative...

NFP announces integration of Lenox Wealth Advisors with Wealthspire Advisors; AIG Retirement Services appoints market strategy and business development Leader;...

NFP realigns its Northeast region leadership; SageView announces $900 million acquisition; MSCI announces senior leadership changes; and more.

CAPTRUST Financial Advisors has announced two additional acquisition deals that were completed last year.

In one of CAPTRUST’s largest acquisitions to date, the move to onboard Portfolio Evaluations brings more than $107 billion in assets and several hundred clients.

OneDigital acquires Gouldin & McCarthy; Kingswood U.S. adds seven financial advisers; Mercer Advisors acquires Cordasco Financial Network; and more.

Financial Planning Association 2022 president announced; Northwestern Mutual appoints new managing director; Nationwide names retirement solutions distribution leader; and more.

The pace of retirement plan adviser industry mergers and acquisitions is already picking up in 2022, with a handful of major deals already being revealed by the likes...

The firm says its acquisition of Improved Funding Techniques Inc. expands its retirement footprint in the Northeast.

One of the first adviser industry acquisition deals of 2022 underscores the trend of retirement plan-focused firms and wealth management firms joining forces.

John Hancock Investment Management names new managing director; Transamerica selects large market retirement sales leader; Hub International acquires retirement plan...

Hub International makes new acquisition; Carillon Tower Advisers names head of sustainable investing and corporate responsibility; K&L Gates adds employee...

Prime Capital Investment Advisors will acquire another personal wealth-focused firm, in Financial Network Limited, after previously acquiring Sphere Wealth Management in April.

Hub International announces new acquisitions; Verus adds to its management committee; Cinctive Capital expands investment team; and more.

Mercer Advisors announces new acquisition; Lincoln Financial Group names new chief officers; Smart appoints merger and acquisition director; and more.

This is Creative Planning’s second recent deal, underscoring how adviser industry M&A volume continues at a rapid pace.

Portfolio Evaluations adds senior fiduciary consultant; Voya Investment Management to acquire Tygh Capital Management; and Alan Biller and Associates makes...

Wealthspire’s leadership calls the acquisition “a significant opportunity to plant a flag on the West Coast and demonstrate our growing national scope.”

North Pier adds senior consultant in Chicago; Natixis Investment Managers hires head of retirement and institutional business; Mesirow appoints managing...