Deals & People

Modera Wealth Management announces acquisition of Parsec Financial; Modern Wealth Management acquires Barber Financial Group; and more.

USI expands its actuarial and retirement capabilities with the 68-person team of Hooker & Holcombe.

Marathon Asset Management adds Boyle as managing director; Fiduciary Trust announces Queler as head of wealth management; and more.

The CFP Board and Kelli Hueler of Hueler Income Solutions are this year’s winners of the PLANADVISER Vision Awards.

Atria Wealth Solutions acquires Grove Point Financial; Pensionmark welcomes Xponential Growth Solutions; and more.

Ubiquity Promotes Mazooji to COO; Hub International hires 2 SVPs; and more.

Fairport, which has acquired four advisories since joining Hightower in 2017, promotes Logar to succeed Ken Coleman.

The Snappy Kraken Morningstar Wealth Edition gives advisers access to Morningstar research to share with clients.

Aristotle acquires $20B Pacific Asset Management; Beacon Pointe Advisors acquires $1B NY-based advisory; Cetera takes minority stake in $350M adviser;...

Rugel appointed head of operations at MassMutual; Deepwater hires Michael Olson to build the firm’s next fund; and more.

Echelon’s quarterly M&A report found private equity financing helped push Q1 2023 numbers above Q4 2022 results.

RetireOne and Pension & Wealth Management Advisors launch income insurance program; Sanctuary Wealth partners with Pontera to expand adviser toolbox;...

The retirement and investing aggregator will bring on Huntington’s 1,300 employees focused on workplace savings plans.

The firm said 30-year veteran John Miller will be replaced by current taxable muni lead Daniel Close.

Former Goldman Sachs execs launch wealth management consolidator with $200M; Mercer Advisors buys Andesa Financial Management; Acorns acquires UK-based financial...

Ascensus appoints Kennedy as VP; Pentegra announces Finnegan as SVP, General Counsel; and more.

Xtrackers by DWS announces a new ETF; Principal launches hybrid QDIA; Penn Mutual introduces Protection Whole Life; and more.

Former Envestnet M&A lead joins Pensionmark about one year after the firm was acquired by World Insurance with goal of...

July acquires Turning Point Associates; Cetera Announces Acquisition and 2 Strategic Relationships; Easy Street Insurance Joins Integrity; and more.

Lockton appoints Bolander as SVP of regional operations; Sullo joins Earth Finance climate investing practice; Dechert announces McGrath as partner;...