The Hartford Contemplating Acquisition Offer From Chubb
Chubb is a provider of personal property and casualty insurance, while The Hartford also provides group employee benefits and mutual funds.
Deals & People
Retirement Industry People Moves
Hearts & Wallets selects chief client officer; executive VP and global head Joins AIG; and Former Lincoln Group exec moves...
AssetMark Says Voyant Acquisition Will Advance Its Financial Wellness Offerings
The firm says the move provides enhanced benefits for advisers and their clients.
Retirement Industry People Moves
TIAA announces new president and CEO; Advisor Group brings in financial experts; managing director joins client development team at Strategic...
Retirement Industry People Moves
Private equity firms acquire Wells Fargo Asset Management; Voya Retirement expands small-mid market corporate team; and more.
Reverence and GTCR, PE Firm That Backed CAPTRUST, To Buy Wells Fargo AM
The sizable transaction exhibits the continued interest of private equity firms in the advisory and asset management space, while marking...
The Inside Take: CAPTRUST’s Cammack Acquisition
With the acquisition of Cammack’s $154 billion book of business, CAPTRUST now reports assets in excess of $600 billion; one...
Retirement Industry People Moves
Reams selects fixed income professional as portfolio manager; Schroders announces recent hires in New York and Denver; ERISA attorney joins...
An M&A Q&A with Voya Retirement CEO Charlie Nelson
In a discussion with PLANADVISER, Nelson commented on the recently announced deal that will send 900 retail-focused financial advisers to...
M&A Update: Cammack and Atlanta Retirement Partners Find New Homes
The retirement planning and advisory industry is rapidly changing this year, with two more major acquisitions already being announced by...
Retirement Industry People Moves
Transamerica adds RVPs to mid-market retirement sales team; Vontobel AM selects relationship manager for U.S. west coast; Mercer appoints president...
RIAs Need to Remain Competitive in the Face of Record M&As
For those looking to be acquired, growth is key, says a BNY Mellon Pershing executive.
Retirement Industry People Moves
GBB joins CAPTRUST and Voya grows large market team for southeast.
Universal Retirement Coverage Could Help 40 Million Private Sector Workers
More savings would also strengthen the economy and the GDP, according to a Georgetown University report.
‘Sell and Stay’ Is the Norm for RIA M&A Deals
Most firm owners say they would prefer to ‘sell and stay’ for a defined period of time after a deal closes—and ultimately participate in the growth opportunities created...
Retirement Industry People Moves
OneDigital Investment Advisors expands to NQDC market; PWA Joins CAPTRUST; Mutual of Omaha Retirement Services Adds to Sales Team; and...
Retirement Industry People Moves
Empower Retirement selects core market sales director; OneDigital Investment Advisors acquires portion of Vertical Financial Group; New Partner joins MKCI;...
HUB Names New Leader for Retirement and Private Wealth
PLANADVISER has learned that HUB International has named Joe DeNoyior as the new leader for Retirement and Private Wealth.
Retirement Industry People Moves
BNY Mellon appoints financial institutions head; Ascensus selects head of sales for FuturePlan; Pentegra adds new regional director; and more.
HUB International Acquires Alpha Pension Group
The acquisition is expected to be one of many that HUB will enact in 2021.