Tag: mergers and acquisitions

Jorge Bernal

Meet SageView Advisory Group’s new COO.

A Collective Effort

Central office investment leaders talk through their process.
Art by Subin Yang

Retirement Industry People Moves

M&T Bank and Wilmington Trust leader Bill Farrell announces retirement; Hub International expands capabilities in California with new acquisition; Creative Planning acquires Paradigm Financial Advisors; and more.

Art by Subin Yang

Retirement Industry People Moves

NFP announces integration of Lenox Wealth Advisors with Wealthspire Advisors; AIG Retirement Services appoints market strategy and business development Leader; OneAmerica bolsters health care sector team with new hire; and more.

Kathleen Kelly

On Marsh McLennan acquiring Compass Financial Partners.
Art by Jackson Epstein

Investment Product and Service Launches

Victory Capital expands VictoryShares ETF offerings; RetireOne and Midland National launch portfolio retirement income guarantee solution; Transamerica broadens availability of stable value option; and more.

PGIM Names Linda Gibson New CEO of QMA

The appointment comes as the firm is preparing to rebrand the quantitative equity and multi-asset solutions specialist to be called PGIM Quantitative Solutions and as it prepares to launch a dedicated defined contribution unit. 

Dick Darian

CEO of Wise Rhino Group talks M&As.

Look Toward the Future

The pandemic has brought adviser succession planning to the fore.