Deals & People

Ascensus appoints Kennedy as VP; Pentegra announces Finnegan as SVP, General Counsel; and more.

Xtrackers by DWS announces a new ETF; Principal launches hybrid QDIA; Penn Mutual introduces Protection Whole Life; and more.

Former Envestnet M&A lead joins Pensionmark about one year after the firm was acquired by World Insurance with goal of...

July acquires Turning Point Associates; Cetera Announces Acquisition and 2 Strategic Relationships; Easy Street Insurance Joins Integrity; and more.

Lockton appoints Bolander as SVP of regional operations; Sullo joins Earth Finance climate investing practice; Dechert announces McGrath as partner;...

The wealth leader returns to his former employer to focus on driving more “fee-based revenue.”

Rowe Price plans to incorporate the retirement income planning software into its retirement offerings for advisers, plan sponsors, and participants.

Wayne Park is leaving American Century Investments to lead John Hancock's retirement plan and recordkeeper business.

Securian Financial Subsidiary acquires Enspire; Pontera and AssetBook intergrate; Wealthspire Advisors acquires Heron Wealth; and more.

Asset Management hires emerging markets head; FuturePlan appoints divisional VP; KKR names chief investment strategist; and more.

Gilfedder received an internal promotion effective March 1, having been with the firm since 2014. 

OneDigital acquires 401K Resources, Clear Group; Itheric Wealth Advisors joins Sanctuary Wealth; and more.  

The head of the digital 401(k) provider talks about the firm’s dual strategy of arming the private sector—financial advisers—and the...

Franklin Templeton appoints Dean R. Sackett III to managing director of government affairs; Hall Benefits Law adds Alex Bruckner; National...

PCIA acquires Cornerstone; Creative Planning adds Telarray Advisors; Heffernan Network acquires Kettering Rose; and more.

T. Rowe Price announces Shen as Chief Data Officer; New York Life Appoints Tillotson as Chief Compliance Officer; O'Brien named...

Monroe Vos founder says joining CAPTRUST will provide scale of economics.

Candidly’s student debt and savings service for employers and retirement recordkeepers has brought in Series B financing led by investment...

Award recipients will be recognized at the PLANADVISER Industry Leader Awards in New York City.

Americana Partners snags Texas-based Morgan Stanley advisory; Integrated Partners nets $2.5B advisory; Hub adds to Gulf South presence with insurance...