Deals & People

Portland, Oregon-based Arnerich Massena&Associates, Inc., brought on Jacob O’Shaughnessy to its institutional client group.

Wells Fargo&Co. said Monday that it has rebranded its newly acquired brokerage, Wachovia Securities, as Wells Fargo Advisors.

Registered investment adviser Beck, Mack&Oliver, acquired Austin Investment Management, Inc.

SageView Advisory group has added Nichole Reidy and Frank Ricchiuti as advisers, the company said.

Bank of America (BofA) Chief Executive Kenneth Lewis was forced out of his role as chairman and will be replaced by Walter Massey.

Retirement plan recordkeeper ExpertPlan announced it has hired John Farmakis as its new executive vice president of Sales, Marketing&Business Development, effective May 1.

Seno Bril joined the SunTrust Banks, Inc., as managing director and head of International Wealth Management.

Bank of America Corp. is getting rid of one of its pay cuts for some lower producers, according to reports.

Wachovia Bank, a subsidiary of Wells Fargo&Company, has agreed to acquire the defined contribution plan recordkeeping business of Texas-based Comerica Bank.

The American Bar Association Retirement Funds Board of Directors has named Scarlett Ungurean as the program's executive director.

ProFunds Group said that Richard Kendrick was recently named managing director, Marketing.

NFL Alumni, an organization started 40 years ago to seek pension benefits for the pioneer players of the NFL, will expand its membership and the scope of its...

Portland, Oregon-based investment consultant Arnerich Massena&Associates tapped Kieran Stover as director of business development for the firm’s Non-Profit and Wealth Management divisions.

Citi announced that Deborah Doyle McWhinney will head Citi Personal Wealth Management, comprising the existing U.S. network of Citibank branch-based financial advisers and other financial planning and wealth...

U.S. life insurer Lincoln National Corp. is selling its Delaware Investments asset management unit, according to Reuters.

PMFM, Inc., a registered investment adviser (RIA) in Athens, Georgia, has changed its corporate name to Stadion Money Management.

The Profit Sharing/401k Council of America (PSCA) tapped Robert Benish for vice president of Membership and Operations.

Jac McLean has been appointed managing director, Brokerage, of Eaton Vance Distributors, Inc., the broker/dealer subsidiary of Eaton Vance.

Mutual funds advised by Aberdeen Asset Management Inc. have been added to the CPI retirement plan platform, announced CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration...

NAVA, the Association for Insured Retirement Solutions, brought on Lee Covington as senior vice president and general counsel and promoted Deborah Tucker to vice president of Membership, Marketing&Standards.