Deals & People

Wealthspire Advisors acquires Marin Financial Advisors; EP Wealth acquires Better Money Decisions; E.A. Buck Financial Services acquires Achieve Retirement; and...

Frain is leading product strategy and development across Transamerica’s retirement solutions.

Thoughts from Renn Williams, with Advo(k)ate Advisors.

Thoughts from Michael Beczkowski, with Bolton Investment.

She is currently a senior judge of the U.S. Armed Forces Court of Appeals; she will join the SEC September...

Cetera welcomes Michael Zawatsky and team from Oasis Asset Management Group; TaxStatus makes 3 board appointments; MetLife IM names Geert...

The firms’ partnership will oversee nearly $200 billion in assets and provide access to fund managers in the public and...

RWA Wealth acquires Moirai Wealth Management; NFP acquires Pilot Benefits Group; Sanctuary Wealth partners with UBS breakaway firm; and more.

T. Rowe Price adds three hires for insurance business; MissionSquare appoints new leads to East field sales team; Douglas Winthrop...

The Illinois-based retirement plan consulting and wealth management firm was acquired by the California-based registered advisory firm.

Thoughts from Matt Watson, with Strategic Retirement Partners.

Thoughts from Nick Jahn, with SageView Advisory Group.

Osaic gains affiliates in California, Minnesota; Mercer Global Advisors acquires Family Wealth Planning Group; Aspen Standard Wealth acquires MG Financial;...

Pending regulatory approval, Comvest Credit Partners and its $14.7 billion in assets will be merged with Manulife’s existing credit platform.

Thoughts from Steven Puckett, with Fiduciary Pension Partners.

Thoughts from Erin Hall, with Strategic Retirement Partners.

Thoughts from Jean Duffy, with CAPTRUST.

Pacific Life hires Christine Bass to lead DCLI team; Michael Ferraro joins AllianceBernstein; EOX appoints Lisa Gomez to Board of...

The newly formed firm will have more than 1,750 attorneys in more than 20 offices.

Morgan Stanley’s investment will help fund development of an “amplified” version of PartnerConnect that will be released during the year’s...