Deals & People

Hopkins parts ways with Carson Group; CalPERS CIO Musicco will step down; Nuveen names Nelson global head of public product;...

The Standard and NFP launch PEP solution; Flywire and Vestwell partner to streamline 529 college plan payments; CalSTRS and Sapphire...

The aggregator added wealth manager Triad Financial to join its five previous wealth or retirement advisement acquisitions so far this...

Cetera acquires tax-focused wealth manager Avantax for $1.2B; Investment Consulting Group joins Osaic; Hub International acquires assets of Dieffenbach Benefits...

The two financial firms are launching Prismic Life Reinsurance with $10 billion in reserves.

Newfront hires Lumban as retirement plan consultant; Vestwell selects new VP; PGIM hires Adler as private alternatives CEO and president;...

Alera's retirement and wealth services divisions also name new chief investment officer.

Advisers and plan sponsors working with Banco Popular will have access to Future Capital’s 401(k) managed accounts and personalized savings...

Pensionmark adds RIA Financial Solutions; First Trust acquires Gyroscope; Atria announces purchase of Grove Point; and more.

The Standard names new national retirement sales directors; Wescott joins NFP as a VP; Index Fund Advisors hires Higgins as...

Strongpoint will have more than 4,000 plans and $7B in assets under administration with the deal.

The transaction is expected to close in the year’s fourth quarter.

Creative Planning adds CTB Financial Services; TFS Wealth Management joins Pensionmark; Highland Private Wealth sub-acquires Trellis Advisors; and more.

Early assumes role of chief strategy officer at Vestwell; Principal selects Dessouki as chief marketing officer; Puerto joins J.P. Morgan...

Deal to connect 401(k) accounts to wealth advisory signals further push in retirement and wealth management convergence, says Future Capital...

While the firm is looking to divest the results of its 2019 acquisition of United Capital, it will continue to...

Innovest adds Jansson as retirement plan consultant; Wealth Enhancements adds $341M First Capital Advisors; Latimer joins Steward Partners in Florida...

The head of Ascensus discusses the importance of partnering with advisers to foster innovation in the retirement plan space.

Corebridge names Muderrisoglu head of investor and ratings relations; TIAA promotes Houser to head of institutional sales; Tifin Amp’s founder...

Shelly Nolfi and Holly Monday will join in the newly created positions of assistant vice president for client management and...