Deals & People

Mercer Global Advisors acquires California Wealth Management firm; Schroders adds changes to senior leadership team; RVPs join Ameritas retirement plan...

The global insurance firm continues to grow its stable of retirement plan specialists with the addition of two New York-based advisers.

Aegon Asset Management names EM debt leader; a new chief marketing officer joins Jennison Associates; Gallagher appoints a consultant to retirement...

Linking health care and wealth management; maximizing practice efficiency and cross-selling opportunities; addressing individuals' insurance and financial wellness needs—Hub’s new retirement plan specialist advisers hope to do all...

The firms’ leaders say they have complementary capabilities and talent to enhance the combined organization’s services for advisers.

MassMutual hires managing directors for DC retirement plans; Cohen & Steers appoints Sony Music VP to board of directors; FTJ...

PCS Retirement names new COO; Cohen & Steers appoints global real estate head to CIO; The Standard names TPA sales director; and...

Ameritas president succeeds former CEO and chair; Voya Retirement adds account exec to large market side; AIG Retirement appoints market...

“These digital and service model investments support our efforts to bring the best from both organizations to provide unparalleled value to participants, clients, advisers and consultants,” says Renee...

Transamerica adds regional VPs to large-and-mid-market retirement plans; Broadridge acquires content management and automation firm; Principal Global Investors selects managing...

Leading up to its own acquisition by the larger Broadridge organization, Fi360 had been actively acquiring other fiduciary solutions firms, aiming to build a comprehensive suite of RIA...

Acadian appoints leader of global client group; Empower adds CIO for IT leadership; TRA acquires retirement consulting and administration firms;...

Registered investment adviser-focused deal volume for the first three quarters of 2019 has already surpassed last year’s total activity for the channel, according to Fidelity Clearing and Custody...

Woodbury Financial partner recruits advisers to Greensboro location; MassMutual selects workplace solutions leader; NAGDCA elects 2020 governing officers; and more.

American Century selects chief marketing officer; GW&K adds members to advisory team; Alight Solutions announces new partnerships EVP; and more.

The deal announced by Creative Planning and America’s Best 401k shows recordkeeper consolidation is not just occurring at the top end of the market.

David Reich, Hub retirement and private wealth, says the latest acquisition will help the firm improve its retirement planning and financial wellness capabilities.

Transamerica hires RVP for large-market team; former Wells Fargo advisers open RIA firm; and past PIMCO and Goldman Sachs exec...

Hub International’s buying streak of retirement specialist brokerage and advisory firms continues.