Nikki Newton is appointed president of Ivy Distributors Inc.; John Hancock Retirement Plan Services forms a new leadership team charged with enhancing the delivery of large customized retirement plans.
Deals & People
Industry veteran joins Meeder as SVP; PGIM Investments appoints chief marketing officer to drive global expansion; FS Investments hires national sales manager to oversee sales professionals; and more.
Segal Hires Former Consultant on Employee Benefit and Health Care Strategies; Janney Montgomery Scott Adds New Workers to Equity Research Group; Recordkeeping and Consulting Firm Joins ABG
Regional Director for Qualified Retirement Plan Sales Joins Pentegra; ABG to Partner with Stadion for Managed Account Retirement Strategy; Provident to Move Into Ascensus’ Retirement Division
Mesirow Adds Seven-Person Investment Management Team; Mercer Hires Principal of Client Management; Hilb Group Acquires BKC to Expand Midwest Offices; and more.
The Standard Hires Officer of Compliance and Ethics; Willis Towers Watson Appoints Head of Investment Solutions; Director of Fund Administration Joins Triloma; and more.
QMA Hires Head of Global Distribution; LCG Associates Hires Atlanta Consultant; Capital Investment Companies Announces Collaboration.
If appointed, the current member of the Senate Finance Committee could have a major impact on any changes made to the fiduciary rule.
SSGA Enhances U.S. Intermediatiary Sales Team; Beltz Ianni & Associates Hires Retirement Consultant; Fidelity Names President of Institutional Arm; and more.
Envestnet to Acquire FolioDynamix; Nuveen Expands DCIO Sales Team; Kovack Securities Partners With Capital Guardian; and more.
Janus Henderson Investors Hires Global Head of Fixed Income; FS Investments Expands Real Estate Investment Efforts; D&G Joins CAPTRUST; and more.
Wilshire Partners With Vantage to Provide Fiduciary Services; T. Rowe Price Hires Senior DC Strategist; MassMutual Hires Three New Regional Managing Directors; and more.
CANNEX Hires Annuity Research Leader; Northern Trust Expands Foundation & Institutional Advisors Team; BPAS Hires External Wholesaler; and more.
Pershing Names New COO; T. Rowe Price Hires Director of Responsible Investing; and Allianz Names U.S. Investment Strategist.
Cetera Expands Retirement Business; Mercer Expands Leadership in Detroit Office; OneAmerica Names West Coast Relationship Executive.
Two decades ago the firms that were part of the same North Carolina holding company parted ways; now industry pressures and opportunities of scale have brought them together again.
Student Loan Genius Names New CEO; Cammack Retirement Hires Consultant; Mercer Advisors to Acquire Blue Moon Wealth Advisory; and more.
At a time when broker/dealer margins are being tightly squeezed, the company estimates the transaction can generate $75 million to $100 million of “EBITDA accretion.”
Veirphy Analytics Names Chief Growth Officer; Newfleet Brings on Head of Institutional Business Development; Lincoln Financial Group Hires Retirement Planning Leader; and more.
For plan sponsors, benefits include improved recordkeeping and reporting, online plan management capabilities and enhanced client support, Vanguard says.