Deals & People

Renamed as Prime Capital Family Office, the Austin-based team will focus on ultra-high-net-worth clients.  

Principal appoints head of retirement solutions; benefits attorney joins Wagner Law Group; Variant Investments appoints head of institutional sales; and...

Wong was previously head of retirement platforms at J.P. Morgan Asset Management.

M&A deals with private equity backing have surged over the past decade, according to Fidelity.

The transaction will expand Great Gray’s presence in the retirement plan advisory market.

Marsh McLennan’s Mercer to acquire SECOR Asset Management; Creative Planning acquires Maxwell Wealth Strategies.

Lopes joins Nationwide retirement solutions; Pennsylvania PSERS announces retirement of executive director; Wilmington Trust names DiLuigi head of US Markets.

The initiative recognizes those who have advanced financial planning for the benefit of the public.

The transaction is expected to close in the second quarter of 2025.

Arthur J. Gallagher & Co. acquires Agilis Partners LLC; Morningstar forms alliance with SS&C’s Black Diamond wealth platform; Tocqueville Asset...

The Standard names a regional vice president in retirement plans; Nationwide Retirement Solutions welcomes a consultant relations manager; Easterly Asset...

During Oros’ tenure as CEO, he oversaw more than 50 M&A transactions, including the addition of NEPC, and grew assets...

Prime Capital Financial Expands in Southeast with Sugarloaf Wealth Management; CW Advisors Adds Two Boston-Area RIA Firms; Cetera Adds Teams...

Newfront Retirement Services adds associate vice presidents; CFP Board announces CEO Keller to retire in 2026; Focus Financial Partners names...

John Hancock Retirement selects head of strategic partnerships; Merit Financial Advisers recruits from CAPTRUST; Ninety One appoints director of consultant...

The veteran of TIAA and Prudential started in the new role in December.

In a separate transaction, the Carson Group added an advisory team based in Roseville, California.

NFP acquires Tycor Benefit Administrators and expands presence in the Philadelphia area; Wealth Enhancement announces acquisition of VanceGray Wealth Management...

Nationwide’s president and COO announces retirement; Alera Group appoints a new director of retirement adviser services; T. Rowe Price hires...

Hub International, active in retirement plan deals, completed 48 transactions during the year, MarshBerry reported.