iCapital Network acquires Axio; Alerus Financial Corporation announces CEO transition; Commonwealth Financial Network selects senior vice president for RIA compliance; and more.
Northwestern Mutual-Puget Sound selects managing partner; chief product officer joins OneDigital; Northern Trust announces hiring of new CIO; and more.
Investment Adviser Association enters partnership with ACA; Hub acquires Millennium Advisory Services; Dechert hires employee benefits and executive compensation partner; and more.
Johnson Financial joins Farpointe; EdgeCo selects new SVP; Lincoln Financial Group announces executive leader succession plans; and more.
Rebalance hires retirement services director; Cuna Mutual Group selects new leadership; and TRA adds regional sales consultant.
QPA hires managed account services director; Lightyear selects new senior adviser; NFP Acquires FBG; and more.
Mutual of Omaha retirement services hires internal wholesalers; Wells Fargo Advisors selects head of independent advisor group; Jennison Associates announces senior hires; and more.
LCG Associates promotes former investment analyst; Hub selects new financial adviser; Advisor group adds two professionals through Securities America; and more.
T. Rowe Price expands sales and consultant relations team; HUB hires retirement and private wealth CIO; WFAM to be rebranded as Allspring Global Investments; and more.
Dakota Wealth Management acquires Persimmon Capital Management; Evercore Wealth Management selects new wealth and fiduciary adviser; ISIAH International partners with Hub International and Forest Capital Management; and more.
Neuberger Berman selects client adviser for institutional client group; Nuveen hires global head of client services; BPAS names new president and executive VP; and more.
Advisor Group selects business development VP; Principal announces new chief information officer of retirement and income solutions; Cobbs Allen expands into 401(k) business with new hire; and more.
Putnam Investments announces developments to GAA team; Virtus Investment Partners enters acquisition with Stone Harbor; distribution head joins OneAmerica Retirement Services; and more.
FuturePlan by Ascensus expands sales team; TRA acquires St. Louis-based firm; Goss Advisors appoints business development director; and more.
Luma hires annuities sales director; PBGC appoints new chief policy officer; OneAmerica selects RM leaders; and more.
Moneta hires first female CIO; Mesirow Board of Directors appoints new president; TRA hires Mid-Atlantic regional sales consultant; and more.
CIM hires director for credit research; State Street Global Advisers CIO announces retirement; John Hancock retirement selects CEO for retirement and recordkeeping business; and more.
Voya Financial announces new hire for large corporate market business and Ascensus appoints new regional VP.
LifeYield appoints Merrill Lynch executive; Edelman Financial Engines acquires Viridian Advisors; Alerus selects retirement sales consultant; and more.
Planned enhancements include recordkeeping modernization, additional retirement income experiences and new financial wellness capabilities, among others.