Deals & People

The firm also intends to sell the Aon Retiree Health Exchange business to Alight, at least in part to head off potential antitrust concerns associated with its ongoing...

As part of the agreement, OneDigital Investment Advisors will assume responsibility for advising approximately $6 billion in assets held by over 200,000 American workers.

The rapid pace of retirement plan adviser acquisitions continues, with more and more well-established firms joining up with large national aggregators.

Voya Financial announces new hire for large corporate market business and Ascensus appoints new regional VP.

LifeYield appoints Merrill Lynch executive; Edelman Financial Engines acquires Viridian Advisors; Alerus selects retirement sales consultant; and more.

Planned enhancements include recordkeeping modernization, additional retirement income experiences and new financial wellness capabilities, among others.

OneDigital Investment Advisors acquires Clearview Advisory; FPS Group expands executive team; Principal adds portfolio manager to Global Asset Allocation team;...

Carillon names new president; ProNvest announces hires dedicated to business development; Russell Investments announces several new hires; and more.

T. Rowe Price announces series of changes; LaSalle selects new DC portfolio manager; ICMA-RC hires chief legal and external affairs...

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;...