Deals & People

Retirement Industry People Moves

ABG Brings in Business Development Officer for Retirement Plans and HSAs; FIS Group Hires SVP to Manage Sales and Marketing; BPAS Joins LPL Financial Retirement Partner Program; and more.

Retirement Industry People Moves

Barrow, Hanley Hires Director of Client Development for Fixed Income Strategies; Former SEC Counsel Joins Morrison & Foerster as Partner; Transamerica Veterans Expand Distribution Roles; and more.

Retirement Industry People Moves

External Wholesaler Joins BPAS; Past Trader Joins PanAgora as Head of Trading and Implementation; American College of Financial Services President Resigns; and more.

Retirement Industry People Moves

Ascensus Appoints Industry Veterans to Board of Directors; Brinker Capital Grows Sales Division with Four Appointees; Goodwin Adds Partner to ERISA Team; and more.

Retirement Industry People Moves

Wealth Management Solutions Firm Joins Kestra Financial; AXA Hires Executive for Life, Retirement and Wealth Management Business; T. Rowe Price Expands Retirement Plan Services Team with New Hires; and more.

Retirement Industry People Moves

The Standard Adds Retirement Specialist to Denver Office; New Regional SVP for TPA Services at Pentegra; Industry Veteran to Serve as SVP and Sales Director at USICG; and more.

Retirement Industry People Moves

Voya Promotes Plan Administrator to Client Relations VP; Hirtle Callaghan Hires CIO; The Standard Hires National Accounts Relationship Manager; and more.

Retirement Industry People Moves

Ardian Appoints Industry Veteran as Managing Director; New Portfolio Managers and SVPs Join Alger; Bank of America Announces New Merrill Edge Centers; and more.

Retirement Industry People Moves

External Wholesaler Joins BPAS; Lincoln Employs Sales Directors to Retirement Distribution Team; Mid Atlantic Partners with Parthenon and Waterfall; and more. 

Retirement Industry People Moves

Securities American Adds Super OSJ and Financial Firms to Platform; Debel to Lead Retirement Solutions at MetLife; Transamerica Names Promotions and Hires in U.S. Offices; and more.

Retirement Industry People Moves

Brokerage Solutions Firm SaveDaily Hires Industry Veteran as CEO; Business Development Director Becomes RVP at John Hancock; OM Asset Management Rebrands as BrightSphere Investment Group; and more.

Retirement Industry People Moves

Advicent Expands Leadership Team with New CTO and VP; BPAS Adds External Wholesaler in South-Central Location; DCIAA Adds Senior-Level Positions for Retirement Research Center; and more. 

Retirement Industry People Moves

Mercer Advisors and GFS Create RIA Firm Integration; Cetera Creates New Channels and Enhances Leadership Team; Nationwide Hires Lead for Retirement Institute; and more.

Retirement Industry People Moves

Financial Engines Offers Services to ADP Clients; Nuveen Expands DCIO Team with Promotions and New Hire; Lucas Takes the Helm at EBRI; and more.

Retirement Industry People Moves

OneAmerica Reveals Leadership Changes Within Company; TRA Acquires ACS to Expand Northeast Region; USI Hires SVP and Regional Sales Director; and more.

Retirement Industry People Moves

Past Regional Wholesaler Promoted by John Hancock; Willis Towers Watson Appoints U.S. Head of Asset Management Exchange; Qualified Plans LLC Joins Ascensus TPA Solutions; and more.