Deals & People

The Hartford has tapped Keith Sloane, a 23-year investment industry veteran, for the newly created position of senior vice president to lead the company’s mutual fund and 529...

ING Direct has agreed to buy ShareBuilder Corporation's online brokerage business for $220 million.

State Street Global Advisors (SSgA), the investment management arm of State Street Corporation, has announced that Thomas Anderson has joined its Intermediary Business Group as head of the...

Hewitt Associates has expanded its 401(k) services through a relationship with Wealth Management Systems Inc. (WMSI) and WMSI’s rollover resource.

Affiliated Computer Services (ACS) announced that it is partnering with Wealth Management Systems Inc. (WMSI) to offer a suite of rollover distribution options.

The Hartford Financial Services Group has named Keith Sloane to the newly created position of senior vice president to lead the company’s mutual fund and 529 businesses.

Lincoln Financial Advisors has hammered out an agreement with the American Osteopathic Association (AOA) to give AOA members access to Lincoln advisers’ services.

WealthTrust LLC announced it has signed definitive agreements to acquire Fairport Asset Management, a Cleveland, Ohio-based wealth management firm, and Axiom Asset Management, a Radnor, Pennsylvania-based wealth management...

The PNC Financial Services Group, Inc. has signed a definitive agreement to acquire Lawrenceville, New Jersey-based Albridge Solutions Inc., a provider of portfolio accounting and enterprise wealth management...

The Online 401(k), a provider of full-service Web-based 401(k) plans for small and single-person businesses, has announced its partnership with KG Advisors.

Dietz&Lynch Financial Group has unveiled an enhanced suite of retirement plan consulting services.

BISYS Retirement Services, on Monday unveiled its new name: Ascensus.

Following billions of dollars in write-downs and an unauthorized look to Wachovia Corp. for a possible merger, Stan O'Neal will reportedly be leaving his post as CEO of...

Prudential Annuities, the domestic annuity business for Prudential Financial, Inc., has partnered with the University of Pennsylvania’s Wharton School to launch an executive education program that will provide...

Lincoln National Corporation has expanded its Defined Contribution Intermediary Sales distribution team, bringing the number of external wholesalers for its wirehouse and independent adviser channels to 20 per...