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Effective URL: https://www.planadviser.com/news/deals-people/?utm_source=newsletter&utm_medium=email&utm_campaign=PAdash
Submission: On November 22 via api from US — Scanned from DE
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* * * News & Columns * Deals & People * Practice Management * Products * Client Service * Data & Research * Investing * Compliance * Browse All Topics * Exclusives * Awards * Research * Thought Leadership * Articles * White Papers * Events * Webcasts * Video * Magazine * Search * * * * * * LOG IN * REGISTER * ABOUT PA * CONTACT US * NEWSLETTERS * PLANADVISER Dash * Spotlight * Subscribe * MAGAZINE * Archive * * * News & Columns ► * Deals & People * Practice Management * Products * Client Service * Data & Research * Investing * Compliance * Browse All Topics * Exclusives * Awards * Research * Thought Leadership ► * Articles * White Papers * Events * Webcasts * Video * Magazine * Search * * LOG IN * REGISTER * * * News & Columns * Deals & People * Practice Management * Products * Client Service * Data & Research * Investing * Compliance * Browse All Topics * Exclusives * Awards * Research * Thought Leadership * Articles * White Papers * Events * Webcasts * Video * Magazine * Search * -------------------------------------------------------------------------------- DEALS & PEOPLE Deals & People November 18th, 2022 RETIREMENT INDUSTRY PEOPLE MOVES $5 billion multi-family office and investment firm Nordwand Capital launches in Pennsylvania; Millennium Trust names new CEO; Cetera bolsters business development team with three new hires; and more. Deals & People November 16th, 2022 HUB EXPANDS WEALTH MANAGEMENT FOOTPRINT WITH PURCHASE, ON PACE FOR 70 ACQUISITIONS Hub’s recent acquisition of Tulsa-based Bridgecreek puts it over 60 acquisitions this year as it continues to build its footprint across asset management, retirement, insurance and employee benefits. Deals & People November 11th, 2022 RETIREMENT INDUSTRY PEOPLE MOVES Credit Suisse Asset Management appoints head of product; Milliman expands Employee Benefits Administration sales team; Strategic Investment Group hires head of non-U.S. equity; and more. Deals & People November 10th, 2022 DCIIA ANNOUNCES NEW ADVISER COUNCIL The retirement industry association announced three new advisory councils to support advisers, plan sponsors, and institutional consultants. Deals & People November 4th, 2022 RETIREMENT INDUSTRY PEOPLE MOVES Newfront adds senior vice president to retirement team; Mercer Advisors acquires Texas-based Mark D. Cunningham; Pure Financial Advisors adds new CEO; and more. Deals & People November 3rd, 2022 ONEDIGITAL, CAPTRUST, CONTINUE WEALTH MANAGEMENT ACQUISITION BINGE OneDigital’s buying spree adds up to $10 billion in additional assets under advisement this year, while CAPTRUST adds fourth deal of 2022. Deals & People October 31st, 2022 RETIREMENT CONSULTANT GALLAGHER BUYS F3’S ‘TURNKEY’ WEALTH MANAGEMENT PLATFORM Gallagher says the deal adds a financial asset management platform to meet plan sponsor demand for holistic retirement plan participant needs. Deals & People October 28th, 2022 RETIREMENT INDUSTRY PEOPLE MOVES Principal Financial Group hires U.S. insurance solutions distribution leader; Prudential Financial announces leadership succession for U.S. and international businesses; NEPC expands real assets team with real estate industry veteran; and more. Deals & People October 27th, 2022 A REPUBLICAN CAPTURE OF EITHER HOUSE COULD LEAD TO HEADACHES FOR ESG Republican leadership is bad news for “woke capital” says Washington Policy Strategist at Stifel. Deals & People October 25th, 2022 ECHELON: INVESTMENT ADVISER M&A BUCKS DOWNWARD TREND IN DEALMAKING Private equity continues to be attracted to wealth management M&A despite the current market volatility, according to Echelon Partners’ Q3 RIA deal report. Deals & People October 25th, 2022 RECORDKEEPER JULY SECURES PE FINANCING TO DRIVE GROWTH PLANS, INCLUDING M&A Platform Partners LLC to enter into partnership with JULY to extend relationships with advisers and drive strategic acquisitions. Deals & People October 21st, 2022 RETIREMENT INDUSTRY PEOPLE MOVES FIS names president and CEO; Aon names fiduciary services practice leader; CAPTRUST adds Massachusetts-based Patriot Pension Advisors; and more. Deals & People October 20th, 2022 LISA MASSENA HIRED AS NEW COO AT DCIIA She will join December 1 as they plan to launch the Center for Retirement Savings Inclusion. Deals & People October 19th, 2022 SEQUOIA SECURES $200M FROM PE FIRM VALEAS TO FUEL CONTINUED GROWTH The wealth management firm continues an acquisitions push after nearly doubling assets under management to $10 billion last year. Deals & People October 19th, 2022 CAPTRUST BUYS A BOSTON-AREA ADVISER FIRM THAT OVERSEES $900MM IN ASSETS The purchase of Patriot Pension Advisors is the mega firm’s third acquisition of 2022, with more to come before year’s end, the advisory says. Deals & People October 18th, 2022 THE STANDARD PLANS TO PURCHASE RECORDKEEPING BUSINESS FROM SECURIAN The combined retirement recordkeeping businesses will operate under The Standard brand. Deals & People October 14th, 2022 RETIREMENT INDUSTRY PEOPLE MOVES SageView Advisory Group to acquire women-led Lakeview Wealth Management; Corebridge Financial hires president of retirement services; UBS hires seven in California; and more. Deals & People October 7th, 2022 RETIREMENT INDUSTRY PEOPLE MOVES OneDigital acquires HealthWorks; Edelman Financial Engines acquires RIA Herrmann & Cooke; Hub announces two acquisitions; and more. Deals & People October 6th, 2022 SOUND INCOME GROUP LAUNCHES 3-BUSINESS COMPANY FOCUSED ON WEALTH MANAGEMENT Each of the three firms address a specific area for financial professionals who are, or seek to become, income specialists. Deals & People October 6th, 2022 RETIREMENT CLEARINGHOUSE PARTNERS WITH FIDELITY, VANGUARD AND ALIGHT ON AUTO-PORTABILITY The Portability Services Network seeks to make it easier for participants to transfer retirement assets when they change plans. 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OK, GOT IT MOST POPULAR MOST READ MOST EMAILED * Data & Research 53% OF SAVERS WHO RELY ON WORKPLACE PLANS DON’T WORK WITH ADVISERS * Compliance DOL REJECTS FORUSALL’S ‘TACTICAL RETREAT’ IN CRYPTO RETIREMENT CASE * Investing FTX BANKRUPTCY HAS CHILLING EFFECT ON CRYPTO USE IN RETIREMENT PLANS * Practice Management RECORDKEEPER CONSOLIDATION LEADS TO DROP IN PROPRIETARY PRODUCT SHARE, OPENING DOOR FOR ASSET MANAGERS * Data & Research RETIREMENT ACCOUNT BALANCES DOWN 21% OR MORE IN Q3, FIDELITY DATA SHOWS * Compliance DOL REJECTS FORUSALL’S ‘TACTICAL RETREAT’ IN CRYPTO RETIREMENT CASE * Data & Research DETERMINING HEALTH COST NEEDS IN RETIREMENT IS COMPLEX * Client Service BENEFITS NEED TO BE COMMUNICATED YEAR-ROUND * Data & Research OLDER AMERICANS IN URGENT NEED OF RETIREMENT INCOME EDUCATION * Client Service SOCIAL SECURITY CLAIMING IS ADVICE OPPORTUNITY THOUGHT LEADERSHIP SPOTLIGHT MORE * The Right Team Is Key to a Successful PRT Sponsored by Nationwide MARKET MIRROR * Monday, the Dow lost 45.41 points (0.13%) to close at 33,700.28, the Nasdaq decreased 121.55 points (1.09%) to end trading at 11,024.51 and the S&P 500 decreased 15.40 points (0.39%) to close at 3,949.94. The Russell 2000 lost 10.59 points (0.57%) to close at 1,839.14 and the Wilshire 5000 decreased 192.23 points (0.49%) to close at 39,247.66. The price of the 10-year Treasury note increased 1/32, bringing the yield down to 3.833% The price of the 30-year Treasury note decreased 4/32, bringing the yield up to 3.904%. INDUSTRY WHITE PAPERS * Keep up to date with PLANADVISER’s Industry Intelligence FOLLOW PLANADVISER * * * * PLANADVISER * News & Columns * Exclusives * Awards * Research * Thought Leadership * Events NEWSLETTERS * Planadviser dash * Spotlight * Subscribe ABOUT PA * About Us * Contact Us * Reprints & Permissions * Advertise * Privacy Policy ADVERTISE WITH PLANADVISER LATEST ISSUE PLANADVISER SEPT/OCT 2022 PLANADVISER IS OPTIMIZED FOR SUBSCRIBE TO THE PRINT EDITION SUBSCRIBE TO THE DIGITAL EDITION * CIO * PLANADVISER * PLANSPONSOR 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 / +1 212-944-4455 / issgovernance.com Copyright ©2022 Asset International, Inc. 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