Deals & People

As a result of the acquisition, Ascensus will serve approximately 50,000 retirement plans.

Vestwell Hires VP of Sales; Fiduciary Benchmarks Revamping Key Teams; Great-West Investments Expands Leadership Team; and more.

Cafaro Greenleaf Expands Consultant Team; Beltz Ianni & Associates Hires Veteran Financial Adviser; Guardian Financial Partners Opens in Orange County; and more. 

Betterment Expands Board of Advisors; Northern Trust Hires Two for Taft-Hartley Business; SSGA Names Head of Americas Institutional Partnership Sales; and more.

Evercore is selling its institutional trust division to Newport Group

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.

An industry veteran with more than 30 years of experience will lead Prudential Financial’s retirement business.

InTrust Fiduciary Joins CAPTRUST; Nuveen Expands DCIO Business; Stadion Names Chief Business Development Officer; and more.

Aria Retirement Solutions Expands Leadership; Cetera Financial Group Appoints Board Member; and more.

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

The Standard Names 2nd VP of Information Security; GAM Hires Global Head of Marketing; DATAIR Hires ERISA Consultant; and more.

Marsh & McLennan Agency Acquires Advisory Firm; Segal Names Public Sector Market Director; CAPTRUST Financial Advisors Grows Business; and more.

Arnerich Promotes Senior Consultant; AssetMark Hires Chief Information Officer; LMGC Expands Advisory Space; and more.

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

Pentegra Hires Regional Director; PSCA Establishes HSA Committee; Hub Califronia Hires Benefits Leader; and more

T. Rowe Price Hires Head of Large Retirement Sales; Ascensus Appoints VP of Channel Management; PanAgora Asset Appoints Strategic Relationship Manager; and more.

Acquisition of MarketRiders Boosts Offerings; GW&K Appoints New Partners; Apriem Advisors Appoints VP of Wealth Management; and more.

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

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

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.