Deals & People

Voya Retirement adds sales VP to Atlanta and South Carolina region; Thompson Hine LLP hires attorney to EBEC practice; HealthSavings...

The team of 10 employees, including five advisers, joins CAPTRUST’s wealth management practice, adding $654 million in assets under management.

After a record year for wealth management M&As in 2019, Fidelity expects the momentum will continue into 2020.

Broadridge Board of directors appoints president; Alliance for Lifetime Income announces new institute; Senior counsel joins HBL legal team; and...

Health care planning meets retirement investing in the latest significant acquisition to hit the registered investment adviser community—the purchase of Resources Investment Advisors by OneDigital.

Miracle Mile Advisors hires investment expert; Empower Retirement selects asset management SVP and head; Employee benefits partner joins Dechert LLP;...

In a statement to their clients, it was noted that Bob DiMeo, managing partner of DiMeo Schneider, and Mark Wetzel, president of Fiduciary Investment Advisors, have known each...

Acadian hires global equity research director; Maryland-based firm joins TRA; and Creative Planning acquires RIA firm.

Cerity Partners merges with wealth management firm; Prime Capital names Qualified Plan Advisors leader; MassMutual hires worksite distribution head; and...

Sales SVP joins Allianz Life; Transamerica adds RVPs to mid-market retirement plans; Academic consultant to support American Century ETF platform;...

Transamerica makes executive appointments; T. Rowe Price adds senior sales executives; the Segal Group hires senior vice president; and more. 

MassMutual announces multiple hires and appointments; Charles Schwab names former TD Ameritrade president as SVP; Hamilton Capital selects retirement plans...

Cetera Financial Promotes Former President to CEO; Dimensional Fund Advisors Selects COO; Transamerica Makes Sales Consultant to Retirement VP; and...

Ascensus to acquire employee benefits consulting firm; Multiple hires and promotions at Mutual of Omaha Retirement Services; and Unified Trust...

The all-stock transaction is valued at approximately $26 billion; while subject to various closing conditions, the deal is expected to close successfully by the middle of next year.

Mercer Global Advisors acquires California Wealth Management firm; Schroders adds changes to senior leadership team; RVPs join Ameritas retirement plan...

The global insurance firm continues to grow its stable of retirement plan specialists with the addition of two New York-based advisers.

Aegon Asset Management names EM debt leader; a new chief marketing officer joins Jennison Associates; Gallagher appoints a consultant to retirement...

Linking health care and wealth management; maximizing practice efficiency and cross-selling opportunities; addressing individuals' insurance and financial wellness needs—Hub’s new retirement plan specialist advisers hope to do all...

The firms’ leaders say they have complementary capabilities and talent to enhance the combined organization’s services for advisers.