Deals & People

Thoughts from Jean Duffy, with CAPTRUST.

Pacific Life hires Christine Bass to lead DCLI team; Michael Ferraro joins AllianceBernstein; EOX appoints Lisa Gomez to Board of...

The newly formed firm will have more than 1,750 attorneys in more than 20 offices.

Morgan Stanley’s investment will help fund development of an “amplified” version of PartnerConnect that will be released during the year’s...

Voya Investment Management expands distribution and wealth solutions sales teams; ISC Group welcomes Poplarski as senior vice president of retirement...

Thoughts from Sean Kelly, with Heffernan Financial Services.

Thoughts from Shane Hanson, with Freedom Fiduciaries.

Thoughts from Robert Vaughan, with UBS - South Central Group, UBS Financial Services Inc.

Thoughts from Phil Sherman, with Deschutes Investment Consulting LLC.

Alliant Insurance Services adds VP within its Employee Benefits Group; Coller Capital adds Burke Bradford and Kevin Peters to private...

Thoughts from William Brian Drake, with Summit Financial Group.

Thoughts from Tina Schackman, with Benefit Financial Services Group.

Thoughts from Nate Moody, with Lebel & Harriman Retirement Advisors.

Thoughts from Phil Senderowitz, with Strategic Retirement Partners.

CFP Board elects Martin Seay as 2026 board chair-elect; Inspira appoints Chris Herman as EVP of retirement and wealth; Alliant...

After 33 years at Mercer, Rich Nuzum will become head of OCIO at Franklin Templeton Investment Solutions, leading efforts to...

Thoughts from Douglas Bermudez, with Strategic Retirement Partners.

Thoughts from Jon Chambers, with SageView Advisory Group.

Thoughts from Chad Goerner, with RBC.

In his role as SVP of corporate development, Mango will lead M&A.