Deals & People
Advisory M&A
Atria Wealth brings on team from Flagstar; Mercer Advisors acquires RMR Wealth Advisors; BG Group joins UBS; and more.
Deals & People
Trends
Deals & People
Compliance
The Inside Take: CAPTRUST’s Cammack Acquisition
With the acquisition of Cammack’s $154 billion book of business, CAPTRUST now reports assets in excess of $600 billion; one leader at the firm says the growth is nowhere near finished.
On the Move
Transactions, promotions and new hires in the financial advisory industry.
Retirement Industry People Moves
Beacon Pointe Advisors names CIO; Asset-Map partners with Cambridge Investment Research; VALIC appoints new business development vice president; and more.
Participant Fails to Show Harm in Retirement Plans Acquisition
After the plaintiff’s employment at Siemens concluded, Siemens sold one of its business divisions to Sivantos, Inc., and as part of the sale, Siemens transferred to Sivantos the obligation to pay the plaintiff’s benefits.