Deals & People

Following the recent departure of Sandy McCarthy as president of Institutional Plan Services, ING said it has further streamlined its Retirement Services structure, while ensuring the institutional businesses...

Asset International, Inc. (‘AI’) has agreed to acquire Strategic Insight (“SI”), a research and technology firm serving the investment management industry.  

Brian Mineweaser has joined DST Retirement Solutions as director of new business development.

JennisonDryden, the proprietary mutual fund family of Prudential Financial, Inc., has hired Joseph Gill as vice president of client management in its investment-only defined contribution (IODC) group.

MassMutual announced it is continuing to develop its sales team with the addition of Francesca Messano as managing director covering southern California and Hawaii.

MassMutual's Retirement Services Division has announced Daniel Darby joined its field sales team as a managing director.

Neuberger Berman Group LLC has agreed to acquire Lehman Brothers Trust Company, N.A., and Lehman Brothers Trust Company of Delaware.

Sandy McCarthy, late of ING and CitiStreet, has joined Mercer to head its retirement business. 

DailyAccess Corporation, a national provider of retirement plan and benefits services, has announced the appointment of Gary A. Plourde as Senior Vice President of Sales and...

Cornerstone Group, a West Warwick, Rhode Island, benefits advisory firm, has added Cornerstone Retirement Advisors as a subsidiary.

Mitch Cox has been named Managing Director and Head of the Global Investment & Product Office (I&PO) at Barclays Wealth, a global wealth manager and adviser.

Former Putnam Investment Management Chairman Charles E. Haldeman has been named CEO for housing lender Freddie Mac.

After 25 years with Nationwide Financial, William S. Jackson, senior vice president for Retirement Plans, will retire at year-end.

NAVA, the Association for Insured Retirement Strategies has completed a rebranding and is now known as the Insured Retirement Institute (IRI).

UNIFI Companies Retirement Plans announced it will enter the registered investment adviser (RIA) and fee-based marketplace with the acquisition of the Lincoln, Nebraska-based Assurity Advisors, Inc.

Old Mutual Asset Management has facilitated the move of Neuberger Berman Group's eight-person cash management team to Dwight Asset Management Company LLC, an institutional fixed-income manager and Old...

Principal Global Investors announced Jill Cuniff will join Seattle-based Edge Asset Management as president.

RPG Consultants has added Counsel Trust Company, doing business as Mid Atlantic Trust Company, to the RPG401k platform.

Keith Thomas has joined EIM Management USA, the U.S. affiliate of the EIM Group, a fund of hedge funds, as a director, Business Development.

Eugene Oppo has joined Aon Consulting as senior vice president and retirement practice leader of the Northeast region.