Browsing Tag
Corporate Roundup
110 posts
Discover the latest corporate roundup featuring key updates on financial results, executive changes, strategic initiatives, and major corporate events. Stay informed with our comprehensive summaries of top business developments, mergers, acquisitions, and market trends. Perfect for investors, analysts, and business professionals seeking a quick yet thorough overview of the corporate world.
Corporate Roundup: OneDigital and Principal Partnership; New Director Joins Diversitas
OneDigital and Principal offer a new retirement savings tool aimed at small businesses, and Diversitas welcomes a new director while introducing plans to rebrand
November 10, 2023
Corporate Roundup: CAPTRUST Acquires $1.3B Firm, IRI Board of Directors
CAPTRUST announces its acquisition of Normann Financial, T. Rowe Price names independent director, and more
November 3, 2023
Corporate Roundup: NAGDCA, Savvy Advisors Hires, JULY Earns Certification
NAGDCA and Savvy Advisors appoint new leadership, JULY receives a CEFEX certification, and more
October 27, 2023
Corporate Roundup: MetLife Collabs with Nayya, Sequoia Acquisition
MetLife partners with digital platform Nayya, Sequoia Financial Group acquires M Capital Advisors, and more
October 20, 2023
Corporate Roundup: NFP Acquires Divergent, T. Rowe Price Names CTO
NFP acquired Utah-based Divergent Wealth Advisors, T. Rowe Price welcomes new CTO, and more
September 22, 2023
Corporate Roundup: Toland Opens Annuity Practice; OneDigital Acquires $900M Firm
An annuity veteran announces new consulting practice while OneDigital acquires Triad Financial Advisors, and more
September 15, 2023
Corporate Roundup: PASI Joins USRBP, Mercer Appoints CIO
U.S. Retirement & Benefits Partners announced its acquisition of Pension Administrative Services, Mercer appointed its latest chief investment officer, and more
September 8, 2023
Corporate Roundup: eMoney Adds Latest Features, The Standard Hires
eMoney Advisor announces enhancements to its plan summary report, The Standard brings in new directors to its retirement plan sales team, and more
September 1, 2023
Corporate Roundup: New Hires at Vestwell, Northern Trust, Wealthspire
Vestwell names a chief strategy officer, Northern Trust appoints a global FX leader, and Wealthspire Advisors hires a new advisor and announces their latest office
August 25, 2023
Corporate Roundup: Industry Collabs, Innovest and Cetera Expansions
Morningstar Retirement group and ADP team up on personalized advice, OneAmerica and Ensight collaborate on long-term care solutions, and more
August 18, 2023