UMB Healthcare Services Buys More Than 8,000 HSAs
The financial services company also acquired about $32.5 million in related deposits from Old National Bank.
Deals & People
Crane Joins Lincoln Financial to Lead Retirement Plan Services
After seven years at Ascensus, Jason Crane will oversee all strategy and execution for Lincoln’s Retirement Plan Services business.
Northern Trust Asset Management Picks Co-CIO for President
Michael Hunstad, co-CIO of Northern Trust Asset Management, has succeeded Daniel Gamba as president.
Goldman Sachs, T. Rowe Price to Collaborate, Bring New Investments to Market
Focusing on the retirement and wealth channels, Goldman will invest up to $1 billion in T. Rowe Price, and the...
Pontera, Manulife John Hancock Retirement Announce Collaboration
The companies are offering a secure platform for advisers to manage client workplace retirement accounts.
Madison Dearborn Buys NFP’s Wealth Business From Aon for $2.7B
The acquired businesses, expected to operate as one group moving forward, include Fiducient Advisors, Newport Private Wealth and Wealthspire Advisors.
Advisory M&A News – 9/2/25
Former Merrill and Hightower advisers create an independent advisory firm in Connecticut; United Capital Financial Advisors acquires The Paul Group;...
Retirement Industry Deals and People Moves – 8/29/2025
Churchill hires Michael Foley as head of institutional and Bill Stout leads private market strategy at Vanguard.
Drew Carrington Joins iCapital to Lead Alternatives Strategy
Carrington will be responsible for partnering with alternative investment managers to develop and distribute alternative investment products.
Advisory M&A News – 8/26/25
Wealthspire Advisors acquires Marin Financial Advisors; EP Wealth acquires Better Money Decisions; E.A. Buck Financial Services acquires Achieve Retirement; and...
Transamerica Hires Jason Frain to Lead Retirement Solutions
Frain is leading product strategy and development across Transamerica’s retirement solutions.
2025 Top Retirement Plan Adviser: Renn Williams
Thoughts from Renn Williams, with Advo(k)ate Advisors.
2025 Top Retirement Plan Adviser: Michael Beczkowski
Thoughts from Michael Beczkowski, with Bolton Investment.
Margaret Ryan to Join SEC as Director of Enforcement Division
She is currently a senior judge of the U.S. Armed Forces Court of Appeals; she will join the SEC September...
Retirement Industry Deals and People Moves – 8/22/2025
Cetera welcomes Michael Zawatsky and team from Oasis Asset Management Group; TaxStatus makes 3 board appointments; MetLife IM names Geert...
Cresset to Partner with Monticello Associates
The firms’ partnership will oversee nearly $200 billion in assets and provide access to fund managers in the public and...
Advisory M&A News – 8/18/25
RWA Wealth acquires Moirai Wealth Management; NFP acquires Pilot Benefits Group; Sanctuary Wealth partners with UBS breakaway firm; and more.
Retirement Industry Deals and People Moves – 8/15/2025
T. Rowe Price adds three hires for insurance business; MissionSquare appoints new leads to East field sales team; Douglas Winthrop...
SageView Advisory Group Acquires Cap Strat
The Illinois-based retirement plan consulting and wealth management firm was acquired by the California-based registered advisory firm.
2025 Top Retirement Plan Adviser: Matt Watson
Thoughts from Matt Watson, with Strategic Retirement Partners.