Deals & People

Mercer Advisors acquires Atlanta wealth management firm; Wagner Law Group appoints partner; PCS Retirement acquires ABGRM; and more.

Ascensus and Empower will take on parts of the 401(k) recordkeeping business, while OneDigital will assume the 401(k) investment advisory business.

Compass Financial is the latest firm recognized in the PLANADVISER Top 100 listing to be acquired by a large, diversified financial services entity.

SageView’s newly announced private equity backing underscores the same pressures and opportunities that have been reshaping the retirement plan adviser industry for years.

Apart from the influence of the coronavirus pandemic, few retirement plan adviser industry trends received more headlines this year than the pace of mergers and acquisitions.

U.S. Retirement & Benefits Partners specializes in K-12, governmental, corporate and nonprofit retirement plans.

PCS makes additions to leadership team; Raymond James Financial acquires NWPS; and more.

Advisor Group and Securities America recruit Gaulden & Associates; NTSA hires executive director; retirement services SVP joins PlanMember; and more.

Global Client Group head joins AB; Alger hires SVP and institutional team co-head; The Standard hires retirement plan consultant for...

Beacon Pointe Advisors merges with CBD Wealth Management; Strategic Benefits Advisors hires leader of DB administration team; and Nationwide hires...

Strategic Development VP joins Pentegra; PCS Retirement adds new hires to marketing department; TIAA president and CEO announces retirement; and...

Newport purchases PAi; Hub acquires Leading Edge businesses; and more.

The pandemic-triggered recession has not slowed down merger and acquisition activity in this space, as yet another PLANADVISER Top 100 firm has been acquired by HUB International.

OneDigital acquires Berkshire employee benefits division; SageView Advisory Group hires institutional client relationship leaders; Janus Henderson investors selects ESG global...

TRA hires Texas and Louisiana regional sales consultant; DWS selects head of wealth practice; Bar Harbor Trust Services announces new...

OneAmerica adds regional sales director for Michigan clients; Dimensional Fund Advisors names capital markets head; Findley to join USI; and...

Ameritas announces new officer elections; TRA acquires retirement solutions firm; Northern Trust lengthens partnership with Driehaus; and more.

The Standard selects employee benefits lead and Rebalance names retirement services VP.

The move to acquire Eaton Vance, a provider of investment strategies and wealth management solutions, underscores Morgan Stanley’s goal to create a holistic advisory, investment management and brokerage...