Deals & People

Cafaro Greenleaf names head of Houston office; Henry Yoshida joins Student Loan Genius; Portfolio manager launches asset management firm, and more. 

Wells Fargo Announces Leader of Participant Services; Prudential Hires Sales Director for Midwest Region; Pensionmark Announces Expansion of WealthPath Team, and more.

Oppenheimer Names Head of Beta Solutions; Eng Rejoins AB in Custom DC Solutions; Mariner Retirement Advisors Joins GRP Advisor Alliance, and more.

Mitchem leaves State Street for Wells Fargo; Manning & Napier CEO Retires; Aberdeen Appoints Head of Distribution.

Empower Names EVP of Operations; Insight Investment Names Co-Head of Consultant Relations Team; Lincoln Names Director of Consultant Relations; and more.

Great-West Investments is a newly created organization within Great-West Financial.

NFP Advisor Services to rebrand as Kestra Financial; Arnerich Massena announces new CFO; Pentegra Retirement Services names regional director for upper Midwest territory; The Retirement Advantage adds sales...

PNC Asset Management moves ahead on CIO transition; Morningstar acquires RightPond analytics capabilities from Rocaton Investment Advisors. 

State Street will acquire GE Asset Management.

Retirement industry moves at AB, American Century Investments, Pensionmark and more.

People on the move at Cetera Financial Group, Neuberger Berman, FinMason, Putnam Investments and more. 

The Investment Management Division of Goldman Sachs has agreed to acquire the web and mobile-based retirement savings platform, which specializes in the start-up and micro-plan markets. 

People on the move at Mutual of America Life Insurance Company, Beacon Pointe Advisors, TIAA and Pentegra Retirement Services.

New hires, promotions and deals at Delaware Investments,  RTD Financial Advisors,  SEI  and more.

New hires and promotions at Channel Financial Pension Services, Groom Law Group, Cambridge Investment Research and more.

New hires at Northern Trust Asset Management and Index Fund Advisors, and executives on the move at Findley Davies.

New hires at OneAmerica, T. Rowe Price, JP Morgan Asset Management and Lincoln Financial Group.

New hires and promotions at Hamilton Capital Management, SEI, Fiduciary Investment Advisors and more.

New hires and promotions at Acadian Asset Management, Alpha Pension Group, Pentegra Retirement Services, Cafaro Greenleaf and more.

Industry consolidations and acquisitions aren’t likely to slow in 2016, experts note, and the announced acquisition of AIG Advisor Group by a private equity firm only strengthens the...