On the Move
Transactions, promotions and new hires in the financial advisory industry.
Tag: retirement plan provider mergers and acquisitions
Franklin Templeton Expands Institutional Footprint With Acquisition of Legg Mason
With the acquisition, Franklin Templeton will preserve the autonomy of Legg Mason’s affiliates, ensuring that their investment philosophies, processes and brands remain unchanged.
Principal Leader Talks About Benefits of Wells Fargo Acquisition
Principal is not only acquiring additional capabilities and scale, but an experienced and highly professional team, said Renee Schaaf.
Newport Group Purchases PNC Bank’s Recordkeeping Business
Upon closing of the transaction, Vested Interest, which has $17 billion of assets under administration, will operate as part of Newport Group and its employees will join Newport Group.