RolloverSystems Inc. (RSI) announced that DailyAccess has included RSI's retirement plan rollover and support services on its recordkeeping and administrative services platform.
Wealth Management Systems, Inc. (WMSI), provider of technology-based rollover services, announced that Scottrade, an online investment firm, will join WMSI’s IRA Marketplace.
Trusco Capital Management, Inc. has named James E. Stueve to the newly created position of Managing Director of Consultant and Financial Intermediary Sales.
Janus Capital Group Inc. has announced that Daniel P. Charles, vice president of institutional sales, has been promoted to managing director of the company’s institutional business.
XShares Advisors LLC has partnered with RPG Consultants, a retirement plan provider, to provide plan sponsors, advisers, and third-party administrators (TPAs) the ability to add lower-cost exchange-traded funds...
Topeka, Kansas-based Security Global Investors (SGI) has reached an agreement with Nationwide’s NWD Investment Management to hire the nine-person growth equity investment team from Nationwide Separate Accounts (NSA),...
ExpertPlan today announced it is partnering with Hauppauge, New York-based AccountantsWorld to provide full service retirement plan services to accountants and their clients.
Daniel Young has been appointed President and Chief Operating Officer of NFP Securities, Inc. (NFPSI), the broker-dealer of National Financial Partners Corp. (NFP), a national network of independent...
Kravitz, a consultant in the design, implementation, and management of cash balance pension plans, has introduced the Cash Balance TPA Partners Program.
Executive benefit plan providers The Newport Group and The Todd Organization on Wednesday announced a deal under which Newport will acquire Todd’s administrative services unit, Todd Consulting, Inc....
Sentinel Investments, the investment management arm of National Life Group, and Citizens Advisers, Inc., the investment adviser to Citizens Funds, have agreed that Sentinel will acquire substantially all...