Deals & People

Integrated Pension Services names new sales-focused managing director; WIPN announces 2022 board composition; Relational Gravity hires principal consultant; and more.

The affinity relationship is about adding scale, Mallouk tells PLANADVISER, but equally important is the battle to secure top advisory talent for the next phase of the firms’...

One industry merger and acquisition expert familiar with the background of this deal says it represents a significant milestone in the broader M&A action that has been remaking...

Wagner Law Group adds new attorney; NEPC hires former Aon executive as defined contribution solutions leader; HealthEquity completes acquisition of...

The acquisition will expand the solutions and expertise Ascensus provides to its clients and adviser partners.

Alera Group hires COO of wealth and retirement plan services divisions; The Standard hires retirement plans regional sales rirector; AIG...

TIAA appoints chief brand and demand generation officer; BDO USA adds Lowery Asset Consulting; Morgan Stanley Investment Management bolsters sales...

SageView adds Bloomfield Hills wealth practice; ExamFX acquires Training Consultants; BNY Mellon launches Pershing X; and more.

Impax appoints Ed Farrington as head of distribution for North America; Prudential forms new Prudential Retirement Strategies business; Northern Trust...

Transamerica adds new TPA services VP; Franklin Templeton to acquire O’Shaughnessy Asset Management; Financial Advocates acquires Waddell & Reed; and...

iCapital Network acquires Axio; Alerus Financial Corporation announces CEO transition; Commonwealth Financial Network selects senior vice president for RIA compliance;...

The appointment comes as the firm is preparing to rebrand the quantitative equity and multi-asset solutions specialist to be called PGIM Quantitative Solutions and as it prepares to...

Northwestern Mutual-Puget Sound selects managing partner; chief product officer joins OneDigital; Northern Trust announces hiring of new CIO; and more.

Investment Adviser Association enters partnership with ACA; Hub acquires Millennium Advisory Services; Dechert hires employee benefits and executive compensation partner;...

Johnson Financial joins Farpointe; EdgeCo selects new SVP; Lincoln Financial Group announces executive leader succession plans; and more.

Rebalance hires retirement services director; Cuna Mutual Group selects new leadership; and TRA adds regional sales consultant. 

A total of 55 Ellwood employees, including 46 consultants, will be joining CAPTRUST, including a seasoned team of investment consultants.

QPA hires managed account services director; Lightyear selects new senior adviser; NFP Acquires FBG; and more.

Mutual of Omaha retirement services hires internal wholesalers; Wells Fargo Advisors selects head of independent advisor group; Jennison Associates announces...