Deals & People

The companies are offering a secure platform for advisers to manage client workplace retirement accounts.

The acquired businesses, expected to operate as one group moving forward, include Fiducient Advisors, Newport Private Wealth and Wealthspire Advisors.

Former Merrill and Hightower advisers create an independent advisory firm in Connecticut; United Capital Financial Advisors acquires The Paul Group;...

Churchill hires Michael Foley as head of institutional and Bill Stout leads private market strategy at Vanguard.

Carrington will be responsible for partnering with alternative investment managers to develop and distribute alternative investment products.

Wealthspire Advisors acquires Marin Financial Advisors; EP Wealth acquires Better Money Decisions; E.A. Buck Financial Services acquires Achieve Retirement; and...

Frain is leading product strategy and development across Transamerica’s retirement solutions.

Thoughts from Renn Williams, with Advo(k)ate Advisors.

Thoughts from Michael Beczkowski, with Bolton Investment.

She is currently a senior judge of the U.S. Armed Forces Court of Appeals; she will join the SEC September...

Cetera welcomes Michael Zawatsky and team from Oasis Asset Management Group; TaxStatus makes 3 board appointments; MetLife IM names Geert...

The firms’ partnership will oversee nearly $200 billion in assets and provide access to fund managers in the public and...

RWA Wealth acquires Moirai Wealth Management; NFP acquires Pilot Benefits Group; Sanctuary Wealth partners with UBS breakaway firm; and more.

T. Rowe Price adds three hires for insurance business; MissionSquare appoints new leads to East field sales team; Douglas Winthrop...

The Illinois-based retirement plan consulting and wealth management firm was acquired by the California-based registered advisory firm.

Thoughts from Matt Watson, with Strategic Retirement Partners.

Thoughts from Nick Jahn, with SageView Advisory Group.

Osaic gains affiliates in California, Minnesota; Mercer Global Advisors acquires Family Wealth Planning Group; Aspen Standard Wealth acquires MG Financial;...

Pending regulatory approval, Comvest Credit Partners and its $14.7 billion in assets will be merged with Manulife’s existing credit platform.

Thoughts from Steven Puckett, with Fiduciary Pension Partners.