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Deals and People

July 14, 2017

Retirement Industry People Moves

TRA Expands Mid-Atlantic Sales Consultant Team; Putnam Hires Consultant Relations Director; FinMason Collaborates with the Fintech Sandbox; and more.

July 07, 2017

Retirement Industry People Moves

Metlife Approves Brighthouse Spin Off; Marsh & McLennan Name CEO of Marsh; Wells Fargo Hires Head of Portfolio Solutions; and more.

June 30, 2017

Retirement Industry People Moves

Dietrich & Associates has joined the BDO Alliance; Pentegra Hires 403(b) Consultant; Strategic Retirement Partners Expands Northern California Team; and more.

June 23, 2017

Retirement Industry People Moves

GFMA Announces New Executive Director; T. Rowe Price Adds Executives to Institutional Business Development; Capview Partners Welcomes Managing Director & Head of Client Relations; and more.

June 16, 2017

Retirement Industry People Moves

Texas TRS CIO Steps Down; Ibis Capital Expands Retirement Plan Services; HD Vest Hires Chief Investment Strategist; and more.

June 09, 2017

Retirement Industry People Moves

Pavilion Advisory expands consultant team; American Century Investments names head of ETFs; Deutsche AM expands equities portfolio management team; Lockton hires senior VP; Glenn Reed retires from Vanguard.

June 02, 2017

Retirement Industry People Moves

Vestwell Hires VP of Sales; Fiduciary Benchmarks Revamping Key Teams; Great-West Investments Expands Leadership Team; and more.

May 26, 2017

Retirement Industry People Moves

Cafaro Greenleaf Expands Consultant Team; Beltz Ianni & Associates Hires Veteran Financial Adviser; Guardian Financial Partners Opens in Orange County; and more. 

May 19, 2017

Retirement Industry People Moves

Betterment Expands Board of Advisors; Northern Trust Hires Two for Taft-Hartley Business; SSGA Names Head of Americas Institutional Partnership Sales; and more.

May 12, 2017

Retirement Industry People Moves

Financial Independence Selects FSC as Broker-Dealer; Hueler & NISA Collaborate With Focus on Retirement Income; and Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild, and more.