Carillon Tower Advisers Adds Array of Sales Team Members; Kestra Financial Partners with Merrick Financial; Russell Investments Hires Regional Investment Consultants; and more.
Deals & People
Church Pension Fund announces series of appointments, and INTAC joins Ascensus TPA Solutions division.
DCIO Head Joins Putnam; Jennison Associates Adds Consultant Relations Professionals; Sales Directors Join Lincoln Financial; and more.
DWC Adds Marketing Director Position; Account Executive Joins Voya; Hancock Whitney Chooses Envestnet for Broker-Dealer Lines; and more.
Voya Adds Account Executive for Large Corporate Market Business; Stadion Appoints Vice President of Business Development; OneAmerica Hires Client Relationship Executives; and more.
Fifty-three percent expect to become millionaires, TD Ameritrade found in a survey.
Barrow Hanley Expands New Bank Loan Team; Aviva Appoints Institutional Sales Head; ABG Expands into Mid-Atlantic Region; and more.
Principal Acquires Finance Tech Company to Offer Adviser Solutions; Voya Promotes Industry Veteran to Regional VP of Small-Mid Corporate Markets; CAPTRUST Board of Advisors Sees Leadership Changes; and more.
Transamerica Expands Distribution Team; Alliance Aims to Extend Expertise in HR Industry; Procyon Partners Appoints Experienced Adviser to Portfolio Manager Position; and more.
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.
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.
External Wholesaler Joins BPAS; Past Trader Joins PanAgora as Head of Trading and Implementation; American College of Financial Services President Resigns; and more.
The deal is for $45.00 per share in cash, for a total value of $3.02 billion.
Ascensus Appoints Industry Veterans to Board of Directors; Brinker Capital Grows Sales Division with Four Appointees; Goodwin Adds Partner to ERISA Team; and more.
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.
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.
Amid a glut of retirement plan industry litigation and regulatory change, advisers are asking the twin questions of whether one owes a fiduciary duty to their client, and if so, what exactly those fiduciary duties entail.
Voya Promotes Plan Administrator to Client Relations VP; Hirtle Callaghan Hires CIO; The Standard Hires National Accounts Relationship Manager; and more.
Ardian Appoints Industry Veteran as Managing Director; New Portfolio Managers and SVPs Join Alger; Bank of America Announces New Merrill Edge Centers; and more.
External Wholesaler Joins BPAS; Lincoln Employs Sales Directors to Retirement Distribution Team; Mid Atlantic Partners with Parthenon and Waterfall; and more.