Deals & People

The firm’s global head of private capital has been serving as interim president since May.

CBIZ appoints Seth Goldblum to lead advisory services; Aidentified hires Dan Cavanaugh as head of wealth management; ADISA names new...

Apollo’s retirement services arm named Grant Kvalheim CEO and elevated Mike Downing and Sean Brennan to co-presidents of Athene USA.

ERISApedia to join AmericanTCS business; EPIC Insurance Brokers & Consultants expands law firm group; Wagner Law Group adds to LA...

In his role, Haberli will oversee the company’s workplace, employee planning and wealth-planning businesses.

Partners Group hires chief investment strategist for private wealth and retirement; Chris LeClair Returns to Securian Financial; Shari Hensrud will...

Mike Wunderli joins CAPTRUST from boutique investment bank Echelon Partners.

IRI announces executive committee changes; Simpson Thacher adds a partner to its executive compensation team; Russell Investments announces new investment...

TIAA expands its retirement product team; Mutual of America names a CFO; FINRA appoints a new public governor; and more.

TIAA promotes Hester to chief legal officer; Franklin Templeton appoints head of custom client solutions; Aon names a chief strategy...

We will recognize the next generation of leaders across the retirement plan advisory industry.

We are looking for retirement plan advisory firm non-adviser leaders who “make practices run.”

T. Rowe Price, Alpha Wave Global, and Temasek were among the investors in the insurance broker and financial services firm.

Schwab Advisor Services names managing director of relationship management; Manulife John Hancock Investments names a retirement investment consultant; Nationwide Retirement...

Edward Jones announces changes to executive team; Paul Mahon to retire from Great-West Lifeco; Lincoln Financial names two external wholesalers;...

David Gillman joins Absolute Capital as regional VP; Hartford Funds expands RIA sales and business development teams; BNY Investments names...

The acquisition, which brings over $180 billion in assets under management, will also give Nomura a wealth management channel in...

He will lead the financial wellness platform’s development amid the growing demand for personalized coaching solutions.

Nationwide Retirement Solutions names a mid-market acquisition director; Groom Law Group expands its retirement and fiduciary practice; Cache appoints heads...

Mustafa Faizani will assume a new role as the executive vice president of U.S. employee benefits and retirement and private...