Deals & People

Pensionmark increased its retirement plan adviser network to 18 regional offices with the addition of Northgate Retirement Group in Novato, California. 

 Bill McLaren joined Lincoln Financial Group as Stable Value business leader for the company's Retirement Plan Services Product and Solutions Management team.    

PENSCO Trust and Lincoln Trust, both independent custodians of alternative assets, will combine capabilities.

 Drinker Biddle & Reath LLP hired Bradford P. Campbell, former assistant secretary of Labor of the Employee Benefits Security Administration (EBSA), as counsel in its Employee Benefits & Executive...

 Lincoln Financial Distributors (LFD) named Richard Aneser chief marketing officer.    

 Great-West Retirement Services appointed Michael Burke as an internal wholesaler covering the Los Angeles and San Diego areas.    

Standard Retirement Services Inc. (The Standard) appointed Rob Baumgarten as vice president of Field Service.

Mutual of Omaha appointed John Corrieri as vice president of the company’s 401(k) product and distribution.

Pyramis Global Advisors, a Fidelity Investments company, hired Mike Jones as its president and CEO.

 MassMutual's Retirement Services Division promoted John Budd and added Brian Mezey to its sales and client management organization.   

Great-West Retirement Services appointed Troy Testa as regional sales director for Michigan.

Aequitas Capital Management added two executives at its Portland headquarters.

Erado announced a multi-year agreement to provide social media compliance services to M Holdings Securities Inc. (M Securities), the broker/dealer of M Financial Group.

Michael Hall joined Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, as national sales manager for Institutional Retirement Solutions Distribution (IRSD). 

Pensionmark Retirement Group has added team members.  

Prudential Investments expanded its defined contribution business by establishing a new Southwest sales division.

Pacific Resources—a nonmedical employee benefits advisory firm—was purchased by two of its senior executives.  

F-Squared Investments appointed Mark Marinella as head of investments. 

 Envestnet Inc., a provider of wealth-management solutions for financial advisers, is acquiring Prima Capital Holding Inc.   

Beirne Wealth Consulting LLC (BWC) launched as an independent registered investment adviser (RIA).