BMO Hires Director of Retirement Sales and Strategy
BMO Retirement Services appointed Matt Smith as director of retirement sales and strategy.
Deals & People
Raymond James Adds MSSB Team of Advisers
A team of advisers from Morgan Stanley Smith Barney (MSSB) left the brokerage to open their own firm with Raymond James Financial Inc.’s independent broker/dealer in Ohio.
Putnam Hires Three to Sales and Client Relations
Putnam Investments filled three senior positions in defined contribution (DC) sales and client relations.
National Planning Appoints VP of Practice Management
National Planning Corporation Inc. (NPC) named Randy Miller first vice president and director of practice management.
Sentinel Strengthens Sales Management and Hires Wholesaler
Sentinel Investments expanded the roles of two sales team members and hired a wholesaler.
The Newport Group Adds Senior Client Relationship Manager
The Newport Group hired Eric Kleindienst as a senior client relationship manager.
Vanguard CIO Retiring
Vanguard’s managing director and chief investment officer is retiring.
ING Names President of Individual Retirement Markets
ING U.S. hired Rich Linton as president of Individual Markets.
BlackRock Co-Founder to Retire as Vice Chair
Susan L. Wagner, a co-founding partner of BlackRock Inc., will retire at the end of June.
Acadian Expands Team for Long/Short Equity Strategies
Alexandre Voitenok joined Acadian Asset Management LLC as senior vice president and portfolio manager.
Five Attorneys Join Groom Law Group
Groom Law Group, Chartered, which focuses exclusively on employee benefits, hired five attorneys.
Towers Watson Names Two Consulting Leaders
Towers Watson appointed two consulting leaders.
Callan Adds SVP to Fund Sponsor Consulting Group
Callan hired John P. Jackson as a senior vice president in the Fund Sponsor Consulting Group.
MassMutual Adds Rocky Mountain Area Sales Director
MassMutual’s Retirement Services Division hired Patrick Alfano as a sales director.
JPM Asset Management Creates New Unit
J.P. Morgan launched Asset Management Solutions, consolidating its multi-asset capabilities into a group overseeing about $100 billion in assets under management globally.
Jordan to Lead DST Digital Strategies
DST Retirement Solutions has tapped Andy Jordan to lead its digital strategies teams.
Unified Trust Hires Institutional Consultant
Unified Trust Company named Monika Hubbard institutional consultant for its Retirement Services Consulting Group.
ExpertPlan Takes on Recordkeeping Business
ExpertPlan has completed its acquisition of US Retirement Plan Recordkeeping LLC’s (USRP) existing recordkeeping plan business.
Rocha Joins Guardian Retirement Plan Sales Team
The Guardian Insurance & Annuity Co. Inc. (GIAC) named Roger Rocha regional vice president for retirement plan sales for northern Los Angeles.