Deals & People

Ascensus CEO David Musto says the goal of the deal is not for his firm to radically shift its strategy or change its approach to doing business; instead,...

Commonwealth Financial selects new SVP of general counsel; SVP joins Mesirow Private Equity; head of Vanguard Fixed Income Group to...

The deal adds to 2021’s record-setting pace for adviser industry mergers and acquisitions, while underscoring the emerging competitive pressures facing even sizable independent firms.

A year or so ago, WiPN leadership was looking at how much it had evolved and realized ‘we needed the...

The firm also announced management changes.

DWC – The 401(k) Experts selects new principal; Voya Financial realigns New Jersey territories to expand distribution reach; and Ascensus...

CFP Board names new D&I director; T. Rowe Price Retirement hires senior sales executive; Mid Atlantic Acquires PensionPro; and more.

Strong market conditions, increased competition from buyers and favorable deals for sellers laid the foundation for the activity, according to...

LeafHouse and investGrade announce new marketing VP; AIG selects executive VP, global head of Operations; Loomis, Sayles & Company add...

OneAmerica hires industry veteran for East Coast sales territory; Ameritas announces new officer elections; AIG Retirement Services names new hires...

BNY Mellon recruits former State Street managing director; Voya Financial adds to leadership team; Schroders announces changes within leadership team;...

Chubb is a provider of personal property and casualty insurance, while The Hartford also provides group employee benefits and mutual funds.

Hearts & Wallets selects chief client officer; executive VP and global head Joins AIG; and Former Lincoln Group exec moves...

The firm says the move provides enhanced benefits for advisers and their clients.

TIAA announces new president and CEO; Advisor Group brings in financial experts; managing director joins client development team at Strategic...

Private equity firms acquire Wells Fargo Asset Management; Voya Retirement expands small-mid market corporate team; and more.

The sizable transaction exhibits the continued interest of private equity firms in the advisory and asset management space, while marking...

With the acquisition of Cammack’s $154 billion book of business, CAPTRUST now reports assets in excess of $600 billion; one...

Reams selects fixed income professional as portfolio manager; Schroders announces recent hires in New York and Denver; ERISA attorney joins...