SSGA Enhances U.S. Intermediatiary Sales Team; Beltz Ianni & Associates Hires Retirement Consultant; Fidelity Names President of Institutional Arm; and more.
Deals & People
Envestnet to Acquire FolioDynamix; Nuveen Expands DCIO Sales Team; Kovack Securities Partners With Capital Guardian; and more.
Janus Henderson Investors Hires Global Head of Fixed Income; FS Investments Expands Real Estate Investment Efforts; D&G Joins CAPTRUST; and more.
Wilshire Partners With Vantage to Provide Fiduciary Services; T. Rowe Price Hires Senior DC Strategist; MassMutual Hires Three New Regional Managing Directors; and more.
CANNEX Hires Annuity Research Leader; Northern Trust Expands Foundation & Institutional Advisors Team; BPAS Hires External Wholesaler; and more.
Pershing Names New COO; T. Rowe Price Hires Director of Responsible Investing; and Allianz Names U.S. Investment Strategist.
Cetera Expands Retirement Business; Mercer Expands Leadership in Detroit Office; OneAmerica Names West Coast Relationship Executive.
Two decades ago the firms that were part of the same North Carolina holding company parted ways; now industry pressures and opportunities of scale have brought them together again.
Student Loan Genius Names New CEO; Cammack Retirement Hires Consultant; Mercer Advisors to Acquire Blue Moon Wealth Advisory; and more.
At a time when broker/dealer margins are being tightly squeezed, the company estimates the transaction can generate $75 million to $100 million of “EBITDA accretion.”
Veirphy Analytics Names Chief Growth Officer; Newfleet Brings on Head of Institutional Business Development; Lincoln Financial Group Hires Retirement Planning Leader; and more.
For plan sponsors, benefits include improved recordkeeping and reporting, online plan management capabilities and enhanced client support, Vanguard says.
Marsh & McLennan Agency Expands Leadership; Zenith American Solutions Acquires Insurance Programmers; Hirtle Callaghan Hires Head of Client Engagement; and more.
A former Great-West Investments president will take the lead at Ascensus, which is undergoing a structural transformation.
Empower Appoints Core Market Leader; DWC Rebrands; Lockton Expands West Coast Retirement Practice; and more.
Nationwide Expands Asset Strategies Team; Northern Trust Collaborates with GuideStone Funds; Mercer Names Head of Mercer Digital; and more.
The current CIO of Vanguard will rise to the position of CEO in 2018.
TRA Expands Mid-Atlantic Sales Consultant Team; Putnam Hires Consultant Relations Director; FinMason Collaborates with the Fintech Sandbox; and more.
Metlife Approves Brighthouse Spin Off; Marsh & McLennan Name CEO of Marsh; Wells Fargo Hires Head of Portfolio Solutions; and more.
Dietrich & Associates has joined the BDO Alliance; Pentegra Hires 403(b) Consultant; Strategic Retirement Partners Expands Northern California Team; and more.