Retirement Industry People Moves
SageView Advisory Group acquires Los Angeles-based wealth management firm; OneAmerica brings aboard new head of retirement business development; NFP appoints...
Deals & People
The ‘Why’ Behind OneDigital’s New Wealth Management Partnerships
In collaboration with firms including BlackRock and PIMCO, OneDigital plans to offer employees solutions and investment advice specific to their...
Retirement Industry People Moves
The Retirement Advantage hires veteran financial professional, while AssetMark will acquire Adhesion Wealth.
The ERISA Industry Committee Revamps Organizational Priorities
The committee has named a new president and its first chief operations officer following a two-day planned meeting where the organization discussed its short- and long-term polices for...
Retirement Industry People Moves
Mercer Advisors makes three acquisitions; retirement and wealth management firm kPlans joins SageView Advisory Group; Prudential hires a global head...
Retirement Industry People Moves
Creative Planning acquires Ferris Capital; Envestnet strengthens its retirement solutions ecosystem with new acquisition; TIAA appoints chief institutional client officer;...
An M&A Update for the Second Quarter
Nearly 190 retirement plan advisory firms have been acquired in the decade since 2012, and aggregators expect a substantial number...
Retirement Industry People Moves
J.P. Morgan Asset Management hires new global head of broker relationship management; Mercer Appoints New West market wealth business leader;...
Retirement Industry People Moves
OneDigital names vice president of product; Advisor Group acquires Infinex; T. Rowe Price appoints senior ESG leader; Voya hires chief...
Retirement Industry People Moves
Smart hires group sustainability director; SageView adds government and public sector retirement plan expert; and Adviser Group adds business strategies...
Retirement Industry People Moves
CFP Board appoints head of research; Mercer Advisors acquires HYA Advisors; attorney returns to the Wagner Law Group as principal;...
Retirement Industry People Moves
Nationwide hires brokerage annuity distribution leader; LPL Financial names chief product officer and national sales and marketing leader; Schroders appoints...
Retirement Industry People Moves
OneDigital hires chief information officer; the CFP Board appoints new chief financial officer; Alight hires wealth consultant relations director; and...
Retirement Industry People Moves
AssetMark appoints new chief investment officer; AIG names new chief investment, risk and underwriting officers; Verus adds two senior consultants...
Gallagher Joins Advisor Group Network
Gallagher joins Advisor Group through its affiliation with network partner Triad Advisors.
Retirement Industry People Moves
HUB International acquires 401(k) Advisors; Creative Planning acquires Resource Management; GW&K Investment Management names new partner; and more.
Retirement Industry People Moves
Voya hires national third-party administrator relationship manager; OneAmerica promotes sales, business veteran to key regional leadership spot; Goldman Sachs to...
Retirement Industry People Moves
NFP acquires Achilles & Associates, expanding insurance and benefits capabilities, while The Standard hires new retirement plan consultant.
M&A Activity Continues to Play Central Role in 2022
Although the substantial market volatility seen in early 2022 has the potential to slow M&A activity, the fundamental drivers remain intact and will continue to drive future activity,...
Pensionmark CEO on World Insurance Acquisition Mechanics
According to Pensionmark CEO Troy Hammond, the advisory network’s acquisition by World Insurance Associates is structured to allow its advisers to maintain ownership of their business but also...