Shea Tapped for Great-West Business Development Post
Great-West Retirement Services has appointed Steve Shea to a new position as director of business development, effective January 1.
Deals & People
USI Consulting Announces Vice President of Retirement Services
USI Consulting Group has announced that Michael Raymond has joined the company as a vice president of Retirement Services.
Former PIMCO Exec to Head Janus
Janus Capital Group Inc. said that Richard M. Weil has been appointed CEO and a member of the board of directors, effective February 1.
Transamerica Bolsters B/D Channel Management Team
Transamerica Retirement Services announced the hiring of Denise Diana as vice president of business development.
Dimensional Fund Advisors Expands Outreach to Independent B/Ds
Dimensional Fund Advisors said it has hired John Blood, formerly with Commonwealth Financial, to lead a new initiative to develop relationships within the broker/dealer community.
EnnisKnupp Promotes Three Consultants to Associate Slots
Chicago-based consultant EnnisKnupp has announced three promotions for representatives working with defined contribution, private equity, and investment policy services clients.
EFA Hires Fellows to Focus on Northeast
ERISA Fiduciary Advisors, Inc., has hired a new manager to focus on sales and consulting in the northeastern United States.
Loomis Sayles Hires Core Bond Strategy Co-Head
Loomis, Sayles & Company said that core bond manager Lynne A. Royer has joined the company as vice president and co-head of a core bond strategy—and rejoined a...
RBC Renames U.S. Asset Management Business
Voyageur Asset Management Inc. has announced that it has changed its name to RBC Global Asset Management (U.S.) Inc.
Aviva Buys Value Manager
Aviva Investors has agreed to buy 100% of River Road Asset Management, a Louisville, Kentucky-based U.S. value equity manager.
SunTrust Reportedly Trying to Sell Asset Management Biz
SunTrust Banks Inc. is trying to sell RidgeWorth Investments, its multi-boutique asset management business, people familiar with the matter said on Monday, according to Reuters.
Diversified Names 403(b) Market Leader
Diversified Investment Advisors, Inc., has announced that Brodie Wood has been promoted to vice president and 403(b) market leader of the firm’s not-for-profit (NFP) practice.
National Planning Holdings Names VP of Due Diligence
National Planning Holdings, Inc. (NPH), said it has promoted Brian Sward to vice president of due diligence.
Prudential Completes Sale of Minority Interest in Wachovia
Prudential Financial, Inc., has completed the sale of its minority joint venture interest in Wachovia Securities Financial Holdings, LLC, including Wells Fargo Advisors, to Wells Fargo & Company,...
Tampa Recordkeeper Rebrands
Tampa, Florida-based 401k ASP has announced a name change, which the company said will better reflect its expanding product lineup.