Tag: retirement plan advisers

Advisory M&A

Cetera Financial Group broke adviser recruiting record in 2022; Advisor Group added 1,800 advisers representing $84.2B in client assets in 2022; Wealth Enhancement Group expands in East Coast with acquisition representing $371M in client assets; and more.

Retirement Industry People Moves

Private Advisor Group Taps Frank Smith to be CEO; Accelerate Retirement names Thurston managing director; The Marygold Companies appoints fintech president to lead launch of new banking and investing app; and more.

Advisory M&A

Alera buys Ascent Group, adds $2.8B in AUM; Heffernan snags Utah-based insurer; Marsh McLennan acquires HMS Insurance Associates; and more.

Retirement Industry People Moves

$5 billion multi-family office and investment firm Nordwand Capital launches in Pennsylvania; Millennium Trust names new CEO; Cetera bolsters business development team with three new hires; and more.

Retirement Industry People Moves

Credit Suisse Asset Management appoints head of product; Milliman expands Employee Benefits Administration sales team; Strategic Investment Group hires head of non-U.S. equity; and more.

Retirement Industry People Moves

Principal Financial Group hires U.S. insurance solutions distribution leader; Prudential Financial announces leadership succession for U.S. and international businesses; NEPC expands real assets team with real estate industry veteran; and more.