Tag: Wealth Management

Sequoia Financial adds $387M wealth manager; Pathstone adds Veritable to further focus on ultra-high-net-worth clients; and Savant Wealth buys combined...

SageView hires Sarah Parker as plan consultant; SWBC Retirement brings on new investment adviser; CalPERS names Teykaerts executive director, replacing...

Hub expands in Southeast; Nava acquires benefits consultancy; Cerity adds wealth managers focused on women-owned businesses; and more.

The deal is the fourth retirement and wealth acquisition of the year for OneDigital and expands its Northeast presence.

Edmund Murphy discussed Empower’s push into wealth management and building brand name recognition during investor day.

The advisory aggregator will acquire retirement plan consulting firm leads with $5.2 billion in assets under administration.

NFP and its Wealthspire Advisors division bring on a Virginia-based corporate retirement advisory, TPA and wealth manager. 

Retirement and wealth head discusses the firm’s IRALogix-backed offering to extend further into wealth management solutions for participants.

The parent of the Cetera Financial broker/dealer network adds $1.4B RIA; meanwhile, another PE-backed advisory, Mercer Advisors, gets new backing...

Mike Fanning, who oversaw the firm’s sale of its retirement recordkeeping division to Empower, is set to retire.

Adviser Investments and Ropes Wealth combine to make $15B RIA; Sanctuary snags another advisory from Merrill; Trusted Wealth brings $465M...

The CEO oversaw Morgan Stanley’s push into the wealth management space.

Mike Durbin given new CEO role with goal of ‘introducing adjacent capabilities and channels’ to Cetera’s adviser network.

LGP has taken a minority stake in the insurance, retirement and wealth management aggregator to build on what the firm...

JPMorgan CFO Jeremy Barnum cites wealth management division as positive amid a deal the bank “did not seek out.”

Modera Wealth Management announces acquisition of Parsec Financial; Modern Wealth Management acquires Barber Financial Group; and more.

Morningstar Wealth expands U.S. Wealth Platform; OneDigital and Pontera announce partnership; and more.

MassMutual announces fund investing in diverse-led businesses; Pacific Life offers variable universal life product; and more.

Fairport, which has acquired four advisories since joining Hightower in 2017, promotes Logar to succeed Ken Coleman.