Former Fidelity Exec to Head AllianceBernstein DCIO Sales Team
AllianceBernstein has announced that Craig Lombardi has joined the firm as Managing Director—Defined Contribution Investment-Only (DCIO) Sales.
Deals & People
BlackRock Appoints Head of U.S. and Canada Institutional Biz
BlackRock, Inc. announced that Edwin Conway will join the company as Managing Director and Head of its U.S. & Canada Institutional business within the Global Client Group.
Ingham Retirement Group Joins ABG Network
Alliance Benefit Group (ABG) has added Ingham Retirement Group to its national network.
Howard University Selects ING as a 403(b) Provider
ING’s U.S. Retirement Services announced that it has been selected as the service provider for the Howard University & Howard University Hospital Savings Plan.
BCG Securities Hires Director of Operations
BCG Securities, Inc., a full-service broker/dealer and advisory firm, announced Joseph Englert is its new Director of Operations.
AUL Appoints Vice President of National Accounts
The retirement services division of American United Life Insurance Company (AUL), a OneAmerica company, has hired Brandon Kaboski to be its new vice president of national accounts.
Pentegra Announces Two Sales Hires
Pentegra Retirement Services announced that Ken Jackson and Greg Hagan are new Regional Marketing Directors.
Musto Named JPAM Retirement CEO
J.P. Morgan Asset Management announced that David Musto will become the Chief Executive Officer of J.P. Morgan Retirement Plan Services (RPS).
Malvey Takes Position with BNY Mellon Asset Management
BNY Mellon Asset Management has named Jack Malvey to the newly created position of chief global market strategist.
M Financial Links with Fiduciary Benchmarks and BlackRock
Fiduciary Benchmarks will provide benchmarking services to M Financial Group's 130 Member Firms and their 800 producers.
Rauchle Leaves Wells Fargo for U.S. Bank
U.S. Bank Wealth Management named Daniel J. Rauchle as head of investment management for its Ultra High Net Worth Group.
PLANADVISER Opens Hall of Fame
This year, in honor of the publication's fifth anniversary, PLANADVISER has opened its Hall of Fame.
PLANSPONSOR Announces Retirement Plan Adviser and Adviser Team of the Year Awards
PLANSPONSOR has named the winners of the 2011 PLANSPONSOR Retirement Plan Adviser and Retirement Plan Adviser Team of the Year awards.
Kandarian to Become President and CEO of MetLife
The board of directors of MetLife, Inc. announced that Executive Vice President and Chief Investment Officer Steven A. Kandarian will become MetLife’s president and chief executive officer on...
Brightscope Hones in on 403(b)s
Plan ratings provider BrightScope has widened its focus, and now has incorporated 403(b) plan data into the BrightScope Rating system.
HighTower Adds Florida-based Adviser Team
HighTower, a national financial services company serving high-net-worth and institutional clients, announced that Masterson, Emma & Associates will be joining the practice.
Schwab to Acquire optionsXpress
The Charles Schwab Corporation has agreed to acquire optionsXpress Holdings, Inc., an online retail brokerage firm.
Transamerica Taps Pride for Sales Post
Transamerica Retirement Services has named Corey Pride as regional vice president for the company’s Southern Region.
Consultant Rejoins Buck Retirement Practice
Mary Mitchell returned to Buck Consultants' Pittsburgh office as a principal in its retirement practice.
The Hartford Expands Two VP Roles
The adjustments are in line with The Hartford's newest strategies: increasing its share of government and tax-exempt retirement plans and enhancing participant education.