Deals & People

PlanMember Financial Corporation says it will “ally” with Washington-based Interpacific Investors Services Inc., a national marketing and distribution firm.

The professional services firm has acquired Pension Resource Group Inc.

This week brings new hires at LPL and Securian Financial.

Pensionmark and CAPTRUST executives talk about their strategic partnership.

Genstar Capital and Aquiline Capital Partners agree to acquire Ascensus Inc.

Pensionmark Financial Group welcomes Rogers Financial as its newest adviser affiliate.

“Scale is a very important part of the economics that drive this business,” says Kent Callahan, president and CEO of Transamerica’s Investments and Retirement Division. He told PLANADVISER...

Promotions, additions and acquisitions at Rothschild Asset Management, Benefit Controls of the Carolinas, Russell Investments and more.

Transamerica will become the preferred defined contribution recordkeeping provider for Mercer's total benefit outsourcing and total retirement outsourcing clients.

The firm is absorbing a wealth manager based in Dayton, Ohio.

The deal will accelerate Millennium Trust’s growth as a provider of asset custody solutions.

Promotions, hires and additions at BPAS, Hatteras Funds and Westwood Holdings.

Expanded institutional trading capabilities from CAPIS and Invest ‘n Retire; an investment-focused variable annuity from Nationwide; a multi-asset income fund from Fidelity; and a flexible QLAC from New...

NFP scoops up two more advisory firms in the California market. 

Six firms have joined GRP Advisor Alliance.

Promotions in the Index funds division at LGIMA.

New hires and promotions at Cafaro Greenleaf, McDermott Will & Emery, Lincoln Financial Group and more.

New hires and promotions at Prudential Retirement, Northern Trust, Commonwealth Financial Network and more.

The deal combines B2B technology-enabled advice capabilities and world-class investment and risk management solutions.

New hires and promotions at Nationwide, Mercer Investments, John Hancock Retirement Plan Services, LPL Financial and more.