Deals & People

The new CEO discusses what he sees in SageView’s opportunity to leverage the retirement and wealth convergence.

Already the majority owner, KKR will take full ownership to solidify its insurance footprint and the connection to its asset...

The contracts with General Motors, Ford and Stellantis could prompt nonunion companies to establish more competitive benefits.

She will oversee HBCU investment strategy.

Finn will assume his new role on January 1, 2024, as part of the division’s transition under Andy Saperstein.

Wealth Enhancement adds two New York-based RIA firms; Bitcoin IRA acquires Shrimpy.io; UBS snags Merrill wealth advisory.

Joelson joins Savvy Advisors as founding principal wealth manager; Matos made CFO for workplace and retirement solutions at Principal; Northern...

The firm is looking to sync its growing wealth management footprint to retirement managed account offerings, according to its CFO.

Hub International adds Renaissance Benefit Advisors; Wealth Enhancement Group acquires Retirement Advisory Group; Hightower announces strategic investment in Resource Consulting...

CAPTRUST adds Leddy as chief compliance officer; Voya hires Harrell as regional vice president; MissionSquare names Whiting SVP, chief sales...

OneDigital advisers will use Simply Retirement by Principal, with the goal of streamlining the process of setting up a retirement...

Hub acquires Renaissance Benefit Advisors Group and Franklin Financial Group; CAPTRUST adds Normann Financial; and Mercer Advisors snags Singh Advisory.

T. Rowe Price elects Donnelly as independent director; Global investment manager names new COO; BlackRock head of retirement named to...

The RIA adds $13 billion corporate plan services team soon after announcing a deal for Goldman’s personal finance unit.

United Auto Workers are likely to see significant increases to employer 401(k) contributions and pension plan payouts, despite not having...

CAPTRUST adds $1B wealth advisory in Indiana; NewEdge Advisers adds Florida-based adviser serving individuals and small businesses; Kestra builds up...

NAGDCA elevates Hiers to executive board president; Principal Asset Management hires Seaver as market director; Savvy Advisors recruits Most as...

Ted Pick will take the role in January, following James Gorman’s 13 year run.

DeVoe’s Q3 M&A report shows overall dealmaking in the advisory space is trending toward a down year, with the retirement...

Mercer acquires Kingfisher Capital; Sequoia to add M Capital Advisors; Charles Drew Group joins UBS.