Deals & People

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.

Thoughts from Loraine Montanye, with DBR & CO.

Cetera Advisors names Richard Vogel as community leader; FTI hires Luke Shane; Dechert adds Robert Shapiro to DC office; and...

Thoughts from Brian Allen, with Pension Consultants, Inc.

Thoughts from Michael Francis, with Francis LLC.

Thoughts from Andrew Blankenship, with Advo(k)ate Advisors.

Thoughts from Anthony McCracken Jr., with Newcleus.

The former assistant secretary of EBSA will work alongside recordkeepers, retirement plan advisers, plan sponsors and participants on key policy...