Deals & People

Community Bank Systems to Acquire Northeast Retirement Services; IFM Names Development Director; PGIM Names Head of Research for Institutional Advisory Services; and more.

The LPL board has appointed Dan Arnold, current LPL president, to be president and CEO effective upon current CEO Mark Casady’s retirement. 

John Hancock Expands Institutional Sales Team; CUNA Mutual Retirement Tackles TPA Market; OneAmeirca Appoints Regional Sales Director; and more.

Fidelity CEO Abigail Johnson to Succeed Father as Chairman; Hatteras Welcomes Back Managing Director; AB Creates Chief Marketing Officer Role

 

Ascensus Acquires Retirement Educators; Vestwell Partners with Kovack Advisors; LGIMA Expands U.S. Active Fixed Income team; and more.

Mary Jo White, who became the 31st Chair of the SEC in April 2013, will be one of the SEC’s longest serving Chairs.

Voya Expands Retirement Business; First Eagle’s Retirement Investment Solutions Group Takes Flight; Wagner Law Group Adds Partner; WealthPLAN Partners Announces New B/D and Custodian Relationships; and more.

T. Rowe CIO to Retire; Voya Hires VP of ESG; Morningstar Appoints Two New Leaders in Tech; Great Lakes Advisors Hires Managing Director; and more.

In addition to offering retirement-guidance to university employees, Provizr also offers an automated portfolio-management option. 

John Hancock Retirement Services Names Taft-Hartley Plan Consultant; T. Rowe Price Expands Mega Market Sales Team; Broadridge Financial Expands Mutual Fund and ETF Division; and more.

Impax Expands North America Team; Two Executives join Allianz Life; Northern Trust Asset Management Expands Leadership; and more.

Risk Strategies Acquires TSG Financial; Sentinel Names New CEO; and more.

Bank of America Announces New Head of Merrill Lynch Wealth Management; The Standard Hires VP for Retirement Business; Janus Capital Group Merges with Henderson Group; and more.

Nationwide to Acquire Jefferson National in 2017; Integrated Retirement Hires Former ERISA Lawyer; Hatteras Funds Adds Managing Director of Business Strategy; and more.

Segal Names National Director of Multiemployer Consulting; and Cammack Expands into Southeast With Addition of Consultant.

Segal Rogerscasey to Acquire Marco Consulting Group; VALIC Expands Leadership Team; Pavilion to Attain Slocum; and more.

New regional manager joins OneAmerica; Custodia Financial hires two leaders to manage Retirement Loan Eraser; Voya Financial hires new director; and more.  

 

Current President of Morningstar Kunal Kapoor has been named as the firm’s next CEO. 

New CEO Joins Voya; Capital One Investments Welcomes Six New Financial Advisers; The Retirement Advantage Adds New Regional Sales Consultant; and more.

John Hancock Retirement Plan Services Hires New Consultant; T. Rowe Hires New Investment Leaders; Strategic Retirement Adds New Adviser; Mercer Hires New Leader to Boston Team; and more.