Deals & People

Fidelity gains new researcher from LIMRA; TIAA retirement hires sales and relationships managers, and more.

Aon continues pooled employer plan push, adding headcount to keep adding beyond over $1B in reported assets and commitments in...

Sequoia acquires Zeke Capital Advisors; iTrustCapital integrates with Fortress Trust; Hightower invests in Bickling Financial Services; and more.

DCIIA votes in 2023 committee members; Aon adds personnel to pooled employer plan sales group; TIAA adds wealth distribution head;...

The DOL confirmed reports that Walsh will depart in mid-March; deputy secretary Julie Su will serve as acting secretary.

Cetera invests in $1.7B Kansas-based advisory; Atria snags two adviser practices from LPL; and more.

Lincoln Financial Group names Vince Garzarella VP; Northern Trust Asset Management names new presidents; Empower promotes Noble to general counsel;...

Zach Buchwald arrives at Russell from BlackRock, while Invesco promotes Andrew Schlossberg from managing director role.

The Florida Pension Group is OneDigital’s seventh such partnership in 12 months as it expands its retirement-linked wealth management capabilities.

Cetera Financial Group broke adviser recruiting record in 2022; Advisor Group added 1,800 advisers representing $84.2B in client assets in...

LMP’s majority stake in the retirement administrator and recordkeeper will fund strategies including “aggressive” strategic acquisition.

U.S. Bancorp Asset Management picks Jim Link to head OCIO Unit; Marshberry adds Madore as financial advisory VP; and more.

J.P. Morgan Asset Management promotes head of education savings to lead retirement insights and research division.   

Charles Schwab acquires resource provider to family wealth firms; Voya completes acquisition of benefits administrator Benefitfocus; Franklin Templeton partners with...

The country’s largest mutual life insurer taps Naïm Abou-Jaoudé from a subsidiary to head its investment division, overseeing $371 billion...

Private Advisor Group Taps Frank Smith to be CEO; Accelerate Retirement names Thurston managing director; The Marygold Companies appoints fintech...

CEO Tim Armour will be replaced by Mike Gitlin in a wide-sweeping change at the top of one of the...

Cetera will bring 1,000 Securian financial professionals into its network.

The M&A tear did finally slow in Q4 2022, marking the first year-over-year quarterly decline in more than four years,...

OneDigital acquires third property-and-casualty business in past two months; Ubiquity and DriveWealth bring fractional share trading to small business 401(k)s;...