Deals & People

The acquisition of the Pittsburgh-based retirement solutions provider is expected to close in the third quarter of the year.

Brian Haloossim becomes president of Lido Advisors; Erica Bloudek joins Wilde Wealth Management Group as chief operating officer; Shane Kelly...

Apollon Wealth Management partners with $650M Senglaub Financial; Mercer Advisors acquires Eagleson Arndt Financial Advisors; $1.5B Gateway Investments transitions to...

Fi3, which has approximately $1.2 billion in assets under management, will operate with the same client and firm leadership team.

LeafHouse’s financial advisory business will be integrated into the Mesirow Fiduciary Solutions platform, deepening its distribution reach.

Impact Community Capital promotes Andrew Zimmerman to CIO; Alerus hires Paul Villanueva as retirement sales VP; SEC Deputy Director of...

Charted Wealth joins Kestra Financial; Hightower will acquire Bahnsen Group; Waverly Advisors acquires TruWealth Advisors; and more.

The companies are expected to combine by October under a new brand: Cetera Planning Partners.

Raymond James gains head of ETF strategy; Marsh appoints health practice leader; SILAC names new president; and more.

Modern Wealth Management acquires Brown and Co.; $800M breakaway Merrill Lynch team launches Soteris Private Wealth; Wealthspire’s Fiducient Advisors to buy Sellwood Investment Partners: and more. 

The new registered investment adviser has more than $4 billion in assets under management and offices in eight states.

Morgan Stanley adds new member to Fiduciary Consulting Group; Orion appoints new wealth management sales lead; Manulife John Hancock Retirement...

Gunderson Capital Management joins GCG Advisory Partners platform; $110M advisory team joins Ameriprise Financial; Simplicity Group buys CPS Horizon Financial...

The consulting and technology firm is acquiring Broker Educational Sales & Training and will offer its continuing education programs for insurance...

The segment of wealth manager Mariner includes 367 financial advisers and $31 billion in assets under management.

Mercer rearranges senior investment leadership; Glenmede appoints a New York regional director; Nationwide taps head of annuity business development; and...

Prudential Advisors adds 2 advisers with $300M; Merit Financial Advisors acquires Strategic Retirement Plans; Integrity adds Perspective Wealth Planning to...

Fiducient Advisors will add $1.9 billion in assets under management and supervision with the purchase of Axia Advisory.

The companies’ combined platform aims to ultimately provide an ‘end-to-end experience’ for retirement plan advisers, from plan management to participant...

Dan Morrison, previously at Empower, has more than 25 years of experience.