Retirement Industry People Moves – 10/20/23
SageView enhances wealth management leadership team; Marasco to lead new protected retirement team; Northern Trust Asset Management names new co-head...
Deals & People
2024 Retirement Plan Adviser of the Year Nominations Are Open
If you work with or know of a great plan adviser or adviser team, please help PLANADVISER recognize the best...
Retirement Industry People Moves – 10/13/23
Vestwell names Rettig to board of directors; Star Mountain Capital adds DeAngelis as senior adviser; Club Vita appoints Gleed as...
Advisory M&A News – 10/16/23
MarshBerry acquires IMAS Corporate Finance; Kestra Wealth Services adds McCullough; Wealth Enhancement Group expands by adding KCS Wealth Advisory.
Retirement Industry People Moves – 10/6/23
PGIM Investments appoints Carlino as global head of alternative investments; Equitable Holdings names Bass head of investor relations; Pine joins...
Advisory M&A News – 10/9/23
Creative Planning acquires Kistler-Tiffany Advisors; Align Wealth Management joins Edelman Financial Engines; Coldstream Wealth Management merges with two firms.
Savant Wealth Joins Pontera’s 401(k) Management Platform
COO of $20B investment advisory sees ‘enormous’ market for managing client assets within 401(k) plans.
Genstar Capital Re-Ups to Keep Driving Cetera M&A Plans
Having originally invested in Cetera in 2018, Genstar will continue to be the majority investor and lead partner.
Advisory M&A News – 10/2/23
DPL Financial Partners acquires AnnuityFix; Wealthspire Advisors to acquire GM Advisory Group; Carson Group adds FAI Wealth Management; and more.
Retirement Industry People Moves – 9/29/23
Thornburg names Zinkula new CEO as Brady exits; Joe Urwitz joins Crowell & Moring; Cognizant announces Dalal as CFP; and...
Creative Planning CIO Jim Williams Dies at 46
The CIO was ‘admired by clients and colleagues’ and a ‘devoted husband and father.’
Investment Product & Service Launches – 9/28/23
Vanguard expands active fixed-income lineup; Brandywine announces suite of new investment strategies; RiXtrema launches AI tools for 401(k) plan; and...
Marsh McLennan Agency Sees C-Suite Connection in Retirement, Wealth Advisement
MMA’s retirement and wealth head is continuing to build a dual-pronged team that can work across retirement plan advisement and...
Adviser Product Partnerships – 9/27/23
Transamerica to collaborate with Bestow; Envestnet partners with Iconik; Lumiant announces partnership with CFGS; and more.
New Jersey Selects Vestwell as Secure Choice Savings Program Administrator
The agreement marks the company’s seventh state-facilitated retirement partner.
Advisory M&A News – 9/25/23
Johnson Financial Group acquires Appleton Group; Bluespring Wealth Partners announces acquisition of Christopher Street Financial; Coutant Group joins UBS.
SageView’s Long: ‘Tremendous’ Consolidation Still to Come in Retirement, Wealth
The founder, former CEO and now chairman also says serving participants—in or out of plan—will be key to succeeding amid...
Retirement Industry People Moves – 9/22/23
Toland leaves TIAA to start annuity consultancy; Jamie Hopkins moves to Bryn Mawr Trust as director of private wealth management;...
Carlyle Makes Growth Investment in CAPTRUST
Equity from Carlyle will be used to advance CAPTRUST’s M&A strategy in both wealth management and retirement, says CAPTRUST president.
Advisory M&A
Crabbe joins Cetera Advisor Networks; Integrity acquires Invictus Marketing Solutions; R&R Wealth Management selects Commonwealth; and more.