Deals & People

The Lanzetta Group moves to Securities America platform; Deutsche Bank hires West Coast head; Greenleaf joins Retirement Advisor Council; and...

Upon closing of the transaction, Vested Interest, which has $17 billion of assets under administration, will operate as part of Newport Group and its employees will join Newport...

Nationwide Retirement Plans adds consultant relations director; Chalice creates partnership with Orion Services; GoldPoint Partners appoints managing principle; and more. 

Cetera CEO steps down due to health concerns; Wilshire announces series of promotions and hires; DWS Group adds investment solutions...

Schroders announces North American distribution hires; Senior consultant joins PEI; Wise Rhino Group hires managing director; and more. 

Murphy and Reynolds take new roles at Great-West; Retirement sales consultant joins TRA; ERISA industry committee appoints leaders; and more. 

The recently-announced merger between BB&T and SunTrust will create the sixth-largest retail banking organization in the U.S.; both firms also have a presence in the DC plan recordkeeping...

Bill Gross’ reign as the “Bond King” offers a chance to reflect on the benefits and challenges firms face when they have superstar employees. 

Multnomah Group expands consulting team; Ascensus selects regional VP for South Texas division; RVPs join CUNA Mutual sales division; and more. 

“As more Americans save for retirement through workplace savings plans, external market forces are simultaneously creating new opportunities for plan providers. These factors present significant near and long-term...

Transamerica promotes division VP; TRA hires past sales manager to newly created role; Lightyear announces series of promotions; and more. 

MassMutual adds regional managing directors; consulting firm founder joins Alan Biller and Associates; BPAS announces institutional sales VP; and more. 

The death of Vanguard Group founder Jack Bogle offers a chance to reflect on the long-standing debate regarding passive and active management and the role of controlling fees...

Jennifer Benz, senior vice president, who was CEO of Benz Communications, said her firm has been experimenting with new things that The Segal Group’s current clients will have...

The Standard Adds Retirement Plan Consultants to U.S. Regions; Regional Sales Director Joins OneAmerica’s Northern California Team; Two West Advisors...

SI’s data sets will complement ISS Analytics’ data intelligence.

Triad and Resources Investment Advisors say the recruitment of Retirement Benefits Group reflects the way retirement-focused advisers are seeking integrated practice management solutions and hands-on support from brokerage...

The specialist retirement plan and private wealth advisory firm has been acquired by HUB International Limited.

Resources adds two firms in growing partnerships, and Hooker & Holcombe hires retirement plan education specialist.

Tech experts join PCS; DWS Group adds portfolio management head; CBIZ purchases Sequoia business unit; and more.