Great-West Retirement Appoints Two Regional Sales Directors
Great-West Retirement Services has appointed Jason Fewell and Rob Hamilton as regional sales directors for its 401(k) business.
Deals & People
MassMutual Names Smiley for Retirement Marketing Post
MassMutual announced E. Heather Smiley will be vice president, marketing communications, in its Retirement Services Division.
RESOURCES for Retirement Adds Adviser
RESOURCES for Retirement, a retirement plan advisory and consulting firm, said it brought on Kristen Maldonado as an adviser.
Adviser-Owned, National Investment Advisory Firm Launches
HighTower says it is the first adviser-owned, nationally branded, fiduciary financial services firm dedicated to serving high net worth investors.
NYLIM Adds Two Consultants to West Coast
New York Life Retirement Plan Services, a division of New York Life Investment Management LLC, announced the expansion of its West coast presence with the hiring of two...
Vision Capital Advisors Adds Managing Director of Fixed Income
Vision Capital Advisors, L.L.C., a New York-based registered investment advisory firm, said that Andrew Lutz has joined the firm as Managing Director, effective immediately.
Merrill Lynch Stockholders Approve BoA Deal
Merrill Lynch&Co., Inc., announced that its acquisition by Bank of America (BoA) has been approved.
Matt Smith Moves from Russell to Aon
Aon Consulting Worldwide, the global human capital consulting organization of Aon Corporation, appointed Matt Smith as senior vice president and leader of the defined contribution practice in the...
ING Reshuffles U.S. Wealth Management
ING Group announced a reshuffling of its U.S. Wealth Management unit that, among other things, separates annuities from retirement services and includes the departure of the unit’s chief...
MassMutual Appoints Two Sales Directors
MassMutual’s Retirement Services Division announced two sales appointments.
Smith Barney Reorganizes Retirement Group
Citigroup Global Wealth Management combined its retirement units into one group, which its Managing Director Anne Greenwood said will be more focused on holistic planning and collaboration among...
Prudential Will Sell Stake in Wachovia Securities
Newark-based insurance company Prudential Financial today said it plans to sell its minority stake in Wachovia Securities to Wells Fargo.
Cain Hayes Departs Principal for Nationwide
Nationwide Financial Services, Inc. has selected Cain Hayes to lead its bundled retirement plan services.
McGirr Tapped for Head of Lincoln IRA Strategies
Lincoln Financial Group announced that Tom McGirr has joined the company as head of IRA Strategies, Retirement Solutions.
PlanSource Acquires Instant Benefits Network
PlanSource said it will now be able to manage a broker’s entire book of business under one solution.