Deals & People

E*Trade and Edelman Financial Engines announce custody relationship; Edelman Financial Engines appoints former EBSA leader to board; Investment strategist joins FIA; and more.

Beacon Pointe Advisors names CIO; Asset-Map partners with Cambridge Investment Research; VALIC appoints new business development vice president; and more.

The firm will continue to supports the needs of the military community and their families. 

Stonebridge joins the hybrid solutions platform of Triad Advisors; SEI partners with higher education governance organization; client engagement expert joins Transamerica; and more.

In an attempt to better understand the retirement savings shortfall and to promote potential solutions, EBRI decided to look closer at the way a number of states have launched their own automatic retirement savings initiatives.

ESOP and ERISA Litigators Join McDermott Willl & Emery as Partners; IRI Names New President and CEO; Callan Adds Team Member to Capital Markets Group; and more.

Bernstein Adds Industry Executive to Philadelphia Region; T. Rowe Appoints CIO to Head of Investment Strategy; The Hilb Group Acquires Actuarial Consulting Firm; and more.

The LIFT University program encourages women in college to learn about the financial adviser profession, connecting them with experienced mentors and recruiting opportunities. 

Voya hires regional sales vice president; Northern Trust names former employee its new strategy director; Broadridge announces a series of changes to its global operations team; and more.  

Past Wholesaler Forms Retirement Plan Consulting Firm; Pentegra Names TPA Operations Director; San Francisco-Based Advisory Firm Rebrands; and more

PCS Announces Series of Promotions and Hires; CUNA Mutual Grows Sales Force with Addition of Regional VP; USI Selects Retirement Services VP; and more.

The Wagner Law Group Welcomes Attorneys Quinn and Burwick; Independent Retirement Hires Retirement Plan Consultant; SageView Hires Managing Director; and more.

Sources say this leading asset manager company will bring Invesco $248 billion in new client assets.

By partnering with RPAG, Voya Financial Advisors wealth advisers will have an opportunity to grow their business in the 401(k) space.

Stadion Names New Retirement Strategies CIO; Nationwide Names New Marketing Leader; Experienced ERISA Experts Join Steptoe & Johnson LLP; and more.

OneAmerica Expands Sales Team with Three Hires; Mesirow Board of Directors Member Appointed as CEO; LifeYield and SS&C Merge to Produce Adviser Solutions Suite; and more.

Giesting Financial Joins PCIA; BPAS Announces Presence in Cincinnati; EACH Enterprise and Chatham Partners Team Up for Provider Transitions; and more.

Past Wilshire Leader Rejoins Firm; Resources Investment Advisors Undergoes Rebranding; T. Rowe Price Retirement Hires Senior Sales Exec; and more.

Litigator Rejoins Reed Smith; Cerulli Integrates MMI Advisory Platform; LCG Associates Promotes Investment Analyst to Consultant; and more.

At the end of the day there just aren’t all that many people working on retirement plans, so it is only natural that firms will compete for and trade talent.