Deals & People

Retirement Industry People Moves

Financial Independence Selects FSC as Broker-Dealer; Hueler & NISA Collaborate With Focus on Retirement Income; and Capital Fiduciary Advisors Team Joins Bronfman E.L. Rothschild, and more.

Retirement Industry People Moves

Retirement Partner Advisors Joins Resources Investment Advisors; Mason Expands Institutional Investment Practice; Willis Towers Watson Expands Manager Research Team; and more.

Retirement Industry People Moves

Transamerica Expands Retirement Plan Consultant Business; Standard Life Investments Appoints Director of Strategic Relations; OppenheimerFunds Expands Beta Solutions Team

Retirement Industry People Moves

Goldman Sachs to Acquire OCIO Business; HealthSavings Administrators Appoints Industry Vets to National Sales Team; The Standard Hires Plan Consultant; and more.

Retirement Industry People Moves

American International Group Expands Retirement Business; OneAmerica Appoints President of Individual Insurance and Retirement Services; PenChecks Hires VP of Institutional Sales; and more.

Retirement Industry People Moves

Nationwide Combines Public and Private Retirement Plan Teams; Lincoln Financial Names New President of Tax-Exempt Retirement Plans; Consequent Capital Management Acquires Gray & Company Assets; and more.