Deals & People

Brandes Investment Partners & Co. (BIPCo) has expanded its investment servicing relationship with State Street to include its Canadian pooled funds totaling $1 billion Canadian dollars in assets.

Great-West Life & Annuity Insurance Company is launching a retirement planning and education program to assist workers when they are eligible to take distributions from their plans at...

UBS announced the appointment of John Dyment as Global Head of Hedge Fund Distribution, based in New York.

Rob Ferguson has been named head of global securities lending at CIBC Mellon, Robert Chiuch has been named managing director, and Phil Zywot had been named head of...

RidgeWorth Investments announced that it has added two sales professionals to its recently-created Retail Channel sales team. 

RREEF, the real estate investment business of Deutsche Bank’s Asset Management division, announced that Mark Roberts has joined the firm.

Neuberger Berman hired three wholesalers to its team of twelve internal and external salespeople. 

John Hancock Financial Network (JHFN) will begin offering its advisers practice management tools from the Retirement Plan Advisory Group (RPAG).

Pension Specialists, Inc. (PSI) has acquired Human Capital Services, a division of RSM McGladrey, Inc., and the new entity will be rebranded as Verisight, Inc.

Sentinel Investments announced that Crow Point Partners, LLC, will subadvise the firm’s Sentinel Mid Cap Value Fund (SYVAX, SYCVX, and SYVIX).

Lincoln Financial Distributors (LFD) announced that Kelly Bush has joined the firm as regional sales director with the Institutional Retirement Solutions Distribution (IRSD) team.

Kevin O’Brien and Tyler Polk are the newest investment consultants at Fiduciary Investment Advisors (FIA), based in Windsor, Connecticut.

Global index provider Dow Jones Indexes announced that it has sold its 50% interest in Industry Classification Benchmark (ICB). 

Jim Lyday has joined Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, as Head of Institutional Retirement Solutions Distribution.

Diversified announced that Robin Lazarow has joined the firm as senior counsel and vice president.

Larch Lane Advisors LLC announced that David Katz has been named the firm’s President and Chief Operating Officer.  

California's ScholarShare Investment Board (SIB) unanimously selected TIAA-CREF Tuition Financing (TFI) to manage California’s direct-sold 529 college savings plan.

Seattle-based Wurts & Associates selected Jeffrey Scott as Chief Investment Officer and Max Giolitti as Director of Risk Allocation.

Russell Investments hired Matthew Teevan as a defined contribution (DC) specialist for the firm’s U.S. adviser-sold business.

TIAA-CREF has made two hires in its Asset Management sales business.