Deals & People

T. Rowe adds new role to lead growing separately managed accounts business; Megan Schneider named CEO of Retirement & Benefit...

Pam Hess will take over as executive director of a research center that includes advisory councils staffed with some of...

Hub adds four firms in 2023; Fidelity buys equity management firm; CAPTRUST acquires $2.3B advisory in Nashville; and more.

Securian Financial announces promotions, new head of asset management subsidiary; Alerus Financial names new retirement specialist; MassMutual CIO to retire;...

BlackRock’s investment comes on the heels of retirement legislation designed to increase retirement plan coverage by small businesses.

PLANADVISER is accepting entry forms for its listing of top retirement plan advisers.

Vestwell will provide financial advisory Carson Group with small and midsize business 401(k) and 403(b) plan programs for its investment...

Alera buys Ascent Group, adds $2.8B in AUM; Heffernan snags Utah-based insurer; Marsh McLennan acquires HMS Insurance Associates; and more.

Empower names Waddell head of new individual investor division that includes Personal Capital; Pentegra names new CEO as Pinto retires;...

Insurance powerhouse Gallagher’s pending acquisition of Buck will further its strategy of providing the full scope of financial planning to...

OneAmerica names new CIO; Colony Group expands Boston footprint; Commonwealth Financial takes on Indiana advisory; and more.

CBCF Names Verity’s Otto Vice Chairman; Spinelli promoted to co-CIO at Halbert Hargrove; Gallagher acquires Retirement, HR Advisory Buck; and...

Do you know of or work for a plan sponsor that goes above and beyond to make retirement security a...

The CEO of nearly five years will turn to fiction writing in 2023, leaving a remarkable legacy at EBRI.

Northern Trust makes key fund hires; Edelman Financial Engine buys California-based retirement advisory; Prime Capital Partners with PFS to enter...

SageView CEO Randy Long discusses the firm's most recent acquisitions, and what types of advisers it will be focused on...

Northwestern Mutual names new CFO; Lockton has a new U.S. chief counsel; HUB keeps expanding with insurance and benefit buys;...

The financial services firm says it will keep the First Allied Securities brand name as it continues to expand its...

DWS names head of alternative investing; WTW appoints head of data intelligence; Mercer acquires $5B RIA; and more.

A 401(k) robo-adviser with more than $5 billion in assets under management stopped servicing clients in November and has sold...