OneDigital Bolsters Wealth, Retirement Plan Advisement in Western US
The aggregator pens its 18th acquisition in 2024 by bringing on $1.6 billion ASI Wealth Management.
Deals & People
Financial Planning Association Names Carol Anderson Annual Award Winner
Founder and VP of Money Quotient named winner of the 2024 P. Kemp Fain, Jr., Award given to a financial...
Wealth Manager Carnegie Bolsters Qualified Retirement Plan Team
Plan adviser Wendy Eldridge joins from Marcum Wealth to connect wealth and retirement plan practices.
Lifetime Income Design Firm ARS Elevates Paulsen to CEO
The former head of distribution will lead the retirement income design company that has partnered with State Street on an...
MissionSquare Retirement Appoints New CEO and President
Andre Robinson will succeed Deanna Santana, who served as acting CEO and president since 2023.
Video: Jim O’Shaughnessy Talks Origins of the Kohler Conference
PLANADVISER talks with this year’s individual Vision Awards winner about the retirement conference at the front of a trend of...
Advisory M&A News – 7/29/24
Cetera adds Southshore Wealth Management to Summit Financial Networks; Waverly Advisors acquires River Capital Advisors; Brad Morgan joins Savvy Advisors.
Retirement Industry People Moves – 7/26/24
Hartford Funds adds c-suite executives; Northern Trust names head of product strategy; SEI hires executive vice president; and more.
Expected Drop in Interest Rates Fuels Wealth Management M&A
An Echelon Partners report showed robust activity in mergers and acquisition in Q2.
Retirement Industry People Moves – 7/19/24
Alternatives specialist Camarda joins Star Mountain Capital; Nuveen promotes Malik to head of equities, fixed income; FINRA adds SVP heads...
Human Interest Aims for Public Listing
The BlackRock-backed 401(k) provider says its latest $267 million financing furthers a groundwork to go public.
Thornburg Investment Management Announces 2 Leadership Additions
The firm named Billy Rogers as chief operating officer and Jodan Ledford as head of Institutional.
Retirement Law Group Rebrands as Fiduciary Law Center
Jason Roberts’ ERISA legal practice aims to represent the broader footprint of its services while also bringing on Matthew Eickman...
TPA-Advocate Group NIPA Names Next Officers
The institute taps five 2024-2025 board officers.
Retirement Industry People Moves – 7/12/24
Cambridge Investment Research hires Robertson as senior director of retirement plans; FinServ adds Treichel, Rhoiney to board; Voya brings Mullaney...
White House Announces Nominee for PBGC Director
Employee benefits attorney Deva Kyle was tapped by the Biden administration to head the Pension Benefit Guaranty Corporation.
Bain Capital and Partners to Acquire Envestnet for $4.5B
The firm is slated to go private through purchase by Bain Capital and Reverence Capital, along with partners BlackRock, Fidelity,...
Prime Capital Rebrands Qualified Plan Advisers Division
Prime Capital Retirement will be part of Prime Capital Financial in a wider rebrand.
Advisory M&A News – 7/8/24
Aquiline Capital acquires majority stake in Isio Group; Countiss Wealth Management debuts; Wealth Enhancement Group adds Starfox Financial Services.
Retirement Industry People Moves – 7/5/24
McGlynn promoted to director of national partnership sales at Pacific Life; Munari named chief product officer at MSCI; Pentegra hires...