Deals & People

Cambridge Associates names Davidson president, head of investing; retirement consultant Mischell joins Agilis as managing director; ACA Group appoints Olson...

NFP appoints Joel Shapiro as president of retirement division; Nationwide taps Cheryl Thompson for head of retirement solutions operations. 

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

IRI announces new appointments to board of directors; ERISA experts Treichel, Cooper, start Endeavor Law; The Standard selects divisional vice...

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.

Aquiline Capital leads a funding round for the U.K.-based retirement technology firm with operations in the U.S., Europe, Middle East...

CAPTRUST Financial Advisors acquires Aevitas Wealth Management; Heffernan Financial Services expands with Ascendant Financial Solutions; Commonwealth Financial Network adds Pinnacle...

TIAA snags Kivett from Prudential for new 401(k) role; Voya expands workplace solutions team with Ritter, Bandani; new RIA Modern...

The digital recordkeeping platform will be available to JP Morgan's 401(k) product for small businesses, following the partnership.

Adviser firms in six categories were honored at a dinner in New York Wednesday night.

Hub International acquires Red Rock Financial; Hightower makes Strategic Investment in Ten Capital Wealth Advisors; Wealth Enhancement Group adds Heacock...

October Three expects its plan approach and thought leadership to combine well with RLC’s educational resources and guidance for advisers.

As an independent advisory, the firm expects to be more ‘nimble’ in meeting both adviser and client needs.

Thornburg Investment Management CEO to leave later this year; Franklin Templeton expands alts team; Lockton announces new global leadership structure;...

Kristie Feinberg will take over as head of Manulife Investment Management in U.S., Europe, and John Hancock Investment Management; Barbara...

The investment manager’s purchase of volScout will add to its managed investment strategies for advisers working with institutional clients and...

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

Jonathan Curley, a former RIA, will perform due diligence on firms Pensionmark is looking to acquire.

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