Deals & People

Unlike some of the Merrill Lynch advisers and senior management, the company’s bull logo will remain.

Morgan Stanley agreed Tuesday to a joint venture with Citigroup, forming the largest brokerage in the world with 20,000 financial advisers and $1.7 trillion in client assets.

Aon Consulting Worldwide announced that Francois Choquette will join the Global Benefits practice as senior vice president and leader of the Americas team, which covers the United States,...

Recordkeeper ExpertPlan has acquired a third-party administrator based in suburban Philadelphia.

John Vanderheyden has been tapped as senior vice president and COO of NFP Securities, Inc. (NFPSI), the broker/dealer subsidiary of National Financial Partners Corp.

OppenheimerFunds announced that Art Steinmetz has been named Director of Fixed Income, effective immediately.

Aon Consulting Worldwide has named Joe Clouse as senior vice president and Northeast regional leader of business development, the firm announced.

Citigroup is in talks with Morgan Stanley about a sale of its Smith Barney brokerage and asset-management unit, according to news reports.

Gregory Fleming, former president and chief operating officer of Merrill Lynch&Co., has left Bank of America to join Yale Law School’s faculty.

The Retirement Services division at American United Life Insurance Company (AUL), a OneAmerica company, has announced the appointment of James R. Daniel, Jr., as regional vice president for...

The Retirement Services division at American United Life Insurance Company (AUL), a OneAmerica company, named Michael Woomer as the division’s field vice president, consulting services.

Fidelity Investments named Peter Cieszko, former president and CEO of Evergreen Investments, as president of Fidelity Investments Institutional Services Company, Inc.

Transamerica Retirement Management, Inc., has selected money management firm Fund Architects to enhance its SecurePath Advisory Services retirement planning product.

Millennium Trust Company, a provider of IRA administrative and custody services, announced it has joined Wealth Management Systems Inc.'s (WMSI) Rollover Network.

John Siciliano has been named as a New York Life Investments senior managing director and head of the firm's investment boutiques.

Robert McCann, the vice chairman of the wealth management division at Merrill Lynch&Co. Inc., will be replaced by Dan Sontag, according to published reports.

Ascensus has acquired Baden Retirement Plan Services (Baden) from Clark&Wamberg LLC.

Retirement and wealth management consulting firm SageView Advisory Group has added Mark Forkey, as a senior investment adviser to its Northeast Practice.

Asset International, the parent company of PLANSPONSOR, PLANADVISER, and Global Custodian, has been acquired by Austin Ventures, a venture capital and growth equity firm with $3.9 billion of...

The Boston-based Pioneer Investments has named Bill Taylor as senior vice president and head of Relationship Management and Strategic Alliances Group in the U.S.