Deals & People November 13, 2009

Lawing Financial Taps Lode for Plan Design Job

Lawing Financial has named Doug Lode as director of Qualified Plan Design.

Reported by

The Overland Park, Kansas-based provider said Lode previously was sales director at the Principal Financial Group, where he served for 15 years.

Lawing has more than 50 advisers who offer fiduciary management, trustee services, and participant advisory programs.

Deals & People November 12, 2009

Natixis Targets Needs of Financial Advisers

Natixis Global Associates (NGA), the distribution arm of Natixis Global Asset Management, has announced an expansion of its initiatives in the retirement marketplace that targets the needs of financial advisers.

Reported by

NGA has launched a new retirement strategies group under the leadership of Matthew Raynor, executive vice president. Raynor will focus on aligning retirement sales, product, and marketing strategies with the company’s distribution partners and the general market.

Raynor was formerly director of national sales for NGA.

“This new alignment of staff and creation of our retirement strategies group further empowers us to leverage all retirement-related resources across the company and expand our services to the financial adviser community,” said David Giunta, president and chief executive officer of Natixis Global Associates.

The new retirement strategies group will include Tracey Flaherty, senior vice president of retirement strategy; Dana Hartwell, senior vice president of DCIO sales; and Tim Maher, vice president of DCIO sales. Flaherty will continue to focus on new product evaluation and development of diverse retirement portfolio offerings for clients.

NGA plans to recruit additional sales personnel for the group.

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