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TIAA

In network coverage since September 29, 2026 · 16+ stories

1Deals on our tracker

-1Talent net · 12 months0 in · 1 out

Observed recruiting events · 12 monthsOn the wire →

Net -1 · 0 incoming events · 1 outgoing events

Arrivals

None tracked.

Departures

Legacy Edge Advisors

Sep 2 · to Legacy Edge Advisors

Deal recordFull tracker →

Sep 30, 26Deal closedSchroders · Nuveen · $2.6K — coverage

Network coverage

plans

TIAA retirement solutions CEO Kourtney Gibson steps down

Gibson left the firm on Sept. 30, and TIAA says a successor will be announced in due course.

debt · Oct 8Nuveen secures A$1bn first close for Australian real estate debt; CPP Investments commits A$300m

investments · Oct 7Transamerica pooled plans reach $34.2 billion, shifting the focus to retirement income

advisers · Oct 5Halbert Hargrove built one client's income plan on four unbilled annuities

the_wrap · Oct 2T. Rowe Price flags private credit in annuities as retirees hesitate to spend

the_wrap · Oct 2Nuveen closes $13 billion Schroders deal; private-markets book leads the integration

investments · Oct 1Nuveen closes $13 billion Schroders deal, creating a $2.6 trillion manager

income · Oct 1TIAA study ties AI and GLP-1 longevity to retirement funding worries

the_wrap · Oct 1Ascensus announces advisor referral platform; Edward Jones plans 2027 AI plan tool

RIA · Oct 1TIAA survey: twice as many respondents favor exercise and diet as financial planning

income · Oct 1TIAA survey finds 53% of adults fear outliving savings

book · Oct 1TIAA survey: 53% of adults fear outliving savings more than underspending

the_wrap · Oct 1TIAA survey: 53% of adults fear outliving savings more than underspending

M&A · Oct 1Nuveen completes Schroders acquisition and keeps it separate for 12 to 18 months

practice · Sep 29BNY Pershing folds Wove into Adam Vos's wealth solutions unit

RIA · Sep 29BNY Pershing retires the Wove brand and folds platform into wealth solutions

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