Deals & People

Adam Miloro has joined Boston-based benefits consulting firm Longfellow Benefits as an account executive, focusing on retirement-plans.

Citigroup Inc. has tapped Jeffrey Applegate to be chief investment officer of its Citi Global Wealth Management unit.

Ladenburg Thalmann Financial Services Inc. announced it has acquired all outstanding shares of Investacorp Inc. and related companies.

Wilshire Associates Incorporated has named Lawrence Davanzo as president of the firm, with Dennis Tito, one of the firm’s founders, retaining his role as Chairman and Chief Executive...

Citi Markets&Banking has been selected by Harding, Loevner Management, L.P. to be the service provider for the investment adviser's retail separately managed accounts (SMA) business.

Synapses Inc., a provider of personalized 401(k) education, products and services, has been selected by Corporate Benefit Advisors, Inc. (CBA) to evaluate CBA’s 401(k) customers at the participant...

MassMutual's Retirement Services Division has added six new sales representatives to its institutional sales team over the past several months, the company announced.

Fiserv, Inc., a provider of information technology services to the financial industry, has announced it has acquired BancIntelligence, an online advisory solution for financial institutions.

Beneficial Investment Services, Inc. (BIS), the newly established broker-dealer and registered investment adviser of Beneficial Financial Group, has announced the recent enhancement of its investment platform through an...

MassMutual Financial Group announced that Stephen Deschenes has been hired as senior vice president and chief marketing officer (CMO) for MassMutual’s Retirement Income Group.

The Phoenix Companies, Inc., and Jefferson National Life Insurance Company have formed a strategic alliance to target the rapidly growing segment of fee-based advisers in wirehouses, regional broker-dealers,...

Mutual of Omaha has named David Ahrendt, formerly of Lincoln Financial Group, as Vice President of its Retirement Services business.

Commonwealth Financial Network and 401(k) Producer Services have agreed to an institutional partnership that will provide Commonwealth advisers with access to retirement plan consulting tools and resources.

Institutional investment consulting firm Rogerscasey Inc. has hired Ward Harris as Managing Director, Financial Intermediary Group and T. Patrick Mulvey as Managing Director, Marketing and Business Development.

ExpertPlan, a Princeton, New Jersey-based recordkeeper, is partnering with a payroll provider.