Deals & People

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...

LCG Associates promotes former investment analyst; Hub selects new financial adviser; Advisor group adds two professionals through Securities America; and...

Reducing debt and having a clear spend-down strategy were also among the four keys to facilitating financial security in retirement...

Doug Prince will continue to serve as CEO of ProCourse after the acquisition, with the entire team of 13 remaining in the Carmel, Indiana, location.

T. Rowe Price expands sales and consultant relations team; HUB hires retirement and private wealth CIO; WFAM to be rebranded...

During a conference call held to discuss the pending retirement of Bill Stromberg, CEO of T. Rowe Price, leaders at the firm highlighted the growing importance of socially...

He was instrumental in finalizing the provisions of the Pension Protection Act of 2006, and several items he pushed for...

Despite winning regulatory approval of the combination from the European Commission, Aon and Willis Towers Watson have reached an impasse...

Dakota Wealth Management acquires Persimmon Capital Management; Evercore Wealth Management selects new wealth and fiduciary adviser; ISIAH International partners with...

The CEO of the nation’s No. 2 recordkeeper says Empower’s focus will continue to be on a best-in-class user experience.