Segal Advisors Acquires Rogerscasey >
Feb 03, 2012 -- Segal Advisors acquired the business of
Rogerscasey.
P-Solve Acquires Cassidy Retirement Group >
Feb 03, 2012 -- P-Solve completed the merger of its U.S. subsidiary
with Cassidy Retirement Group (CRG).
Retirement Plan Advisors Names VP >
Feb 02, 2012 -- Retirement Plan Advisors (RPA) appointed Vernon Kempker as
vice president of finance and operations in its Jefferson City, Missouri
office.
U.S. Bank Acquires Trust and Custody Business of Union Bank >
Feb 01, 2012 -- U.S. Bank National Association entered into a
definitive agreement with Union Bank, N.A.
kasina Hires Head of Research >
Feb 01, 2012 -- Larry Petrone was
appointed as kasina’s head of research.
Curian Appoints Vice President >
Feb 01, 2012 -- Curian Capital LLC hired Keith Johnson as vice president of practice management.
Putnam Creates Head of Strategic Accounts Position >
Feb 01, 2012 -- Putnam Investments appointed James F. Bumpus as
the firm’s head of strategic accounts.
Alliant Expands Presence in Northeast >
January 31, 2012 -- Alliant Insurance Services acquired Thesco
Retirement Planning Services (TRPS).
Retirement Plan Advisory Group Forms Alliance with National Planning Holdings >
January 31, 2012 -- Retirement
Plan Advisory Group (RPAG)
formed an alliance with National Planning Holdings Inc. (NPH) to provide access to its network of
registered representatives looking to grow their retirement plan business.
Pensionmark Expands to Indiana >
January 31, 2012 -- Pensionmark Retirement Group opened an office in
Fort Wayne, Indiana.